Due to continuing growth, my client is looking for Trainee Financial Advisor's in several of their locations including Cheltenham, Cleckheaton, Chester/North Wales and Durham.
In this role, you will have the opportunity to work with the existing in-house team, including administrators and para-planners, to service existing clients, help develop the business in the future and ultimately, develop from Trainee to Full Financial Adviser with huge career growth potential.
They are looking for professional people who can develop into a role and be able to offer expert advice on suitable investments, private pensions, tax planning, and insurance products and provide a valuable service to work with my clients established client base.
Reed Financial Planning are actively looking to recruit a Trainee Paraplanner on a permanent basis to join a longstanding client of ours within their expanding Financial Planning team.
One of your day-to-day tasks will be to prepare recommendations and write financial planning reports as well as liaising with clients, some of which are Ultra High Net Worth clients such as; veterinary practices, dentists and business owners which means that the range of our advice is broad.
They work on complex retirement funding calculations, complex inheritance tax calculations, trusts and business relief investments.
Working as part of a growing, fast-paced team you will have excellent training and development in processing, underwriting information, data entry and administration.
This is an exciting opportunity to join a global company based in Cheltenham, providing administration support to the insurance market .
What's in it for you as our Trainee Mortgage Advisor
Up to 6 months spent in the residential business as a paid employee with dedicated study time to complete your mortgage qualification.
Full support and training provided to become CeMAP qualified and achieve CAS/RMA status.
General
RA Bennett in Cheltenham offers structured and transparent progression opportunities Competitive basic salary OTE year one £35,000 - £45,000 realistic and achievable Company car or car allowance - Warm leads Industry leading training Agile and nimble IT systems
Do you want to work for a very progressive and forward-thinking practice, with outstanding opportunities for career progression and personal development?
Trial Balance has been assigned to recruit an experienced Business Services Senior to join a very successful and well run firm of Accountants with a well established client base.
This might be just the role that you have been looking for...