Location
Watford
Salary £30000 - £38000 | Type: Permanent | Workplace: Remote | Ref: 87612
Recruiter Managing This Role
Trainee Financial Adviser North London/Watford
This is an opportunity for someone with a Diploma qualification and experience in paraplanning and back office administration to transition into an adviser role within 6 months, with support from an IFA. They are seeking someone with a solid industry background and a desire to build a client bank.
What's on offer?
* Additional adviser bonus scheme
* 25 days holiday + 8 bank holidays
* 5% company pension contribution
* Flexible medical package
* Monthly bonus payments on 3X validation of salary
This role involves joining an existing team of advisers to provide excellent financial advice to clients within a specified region. The incoming adviser will be given clients to service.
To qualify, you should have a Level 4 qualification and minimum paraplanning experience.
Principal Accountabilities / Main Responsibilities
* Providing first-class advice on wealth management, including pensions, investments, tax planning, savings, and protection products.
* Collaborating with the paraplanning and administration team to deliver timely reports and excellent customer service.
* The adviser will be provided with a client bank but is expected to grow the asset base by bringing in additional assets where possible.
* Demonstrating the ability to learn and develop as the business expands.
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