Job Description
Are you an experienced wealth management professional looking to take the next step into financial advice?
We’re excited to be partnering with a boutique financial planning and investment management firm based in Brighton. They’re seeking a Trainee Financial Planner to join their team on an employed basis.
This is a fantastic opportunity to become part of a well-regarded, boutique firm providing tailored financial planning services to High-Net-Worth individuals across the South Coast.
You'll be working alongside a team of seasoned financial planners with an excellent industry reputation and a proven track record of developing successful advisers.
What you’ll be doing:
* Delivering financial advice on pensions, investments, insurance, and protection.
* Managing an existing portfolio of clients located on the South Coast.
* Progressing through a structured development programme with the goal of achieving Competent Adviser Status (CAS).
What you need to apply:
* A strong understanding of the advice process and experience in a regulated environment.
* Level 4 qualified (or near completion).
* At least 3 years’ experience in a financial advice or wealth management firm.
What’s in it for you:
* Competitive salary up to £50,000 + bonus.
* Clear path to becoming a fully-fledged adviser in a respected firm.
* Full exam funding and support.
* Long-term progression opportunities in a forward-thinking business.
To apply, click the button or reach out directly to Dan:
Daniel@enable-recruitment.co (Just .co)
#J-18808-Ljbffr