Junior Financial Advisor - Servicing Existing clients, Mentoring Available Offices near Hemel Hempstead (Hertfordshire)
Hybrid working offered
Salary: Up to £45,000 (DOE)& Study Support & Bonuses
Are you passionate about helping people secure their financial future? Looking to take your first step into a rewarding and dynamic career in financial planning?
We’re looking for an ambitious and driven Trainee Financial Advisor to join our clients growing team. This is a fantastic opportunity to learn from experienced professionals, build your knowledge of financial products and regulations, and work towards becoming a fully qualified Financial Advisor.
My client are a wealth planning firm with offices in Hitchin who offer financial advice to HNW retirees, accumulators, local families and SME owners based across the Home Counties, Surrey, Sussex, Kent and Hertfordshire. In their current setup they manage the affairs of 500+ clients assets ranging from £100k - £1m+. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning.
They do have mortgage/protection advisers inhouse who deal with more transactional advice but generate lots of internal referrals. You will ideally be Level 4 Diploma in Regulated Financial Planning or 1 or 2 papers away from qualifying.
Assist in preparing suitability reports, client reviews, and investment recommendations