Financial Divisions in Devon is seeking a Trainee Financial Planner to support a well-established Chartered Independent Financial Planning firm. This opportunity includes a client bank of approximately £40m AUM, inherited from a retiring adviser, and full training provided.
The ideal candidate will be Level 4 Diploma qualified or close to it and interested in transitioning from paraplanning to advisory roles. Exceptional communication skills and a passion for financial planning are crucial. Enjoy a flexible working environment and an outstanding benefits package.
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