We are seeking a dedicated Trainee Financial Advisor to work closely with our advisor, undergo paraplanning for clients, attend face-to-face meetings, and eventually transition into a Financial Advisor role.
Are you an experienced paraplanner looking to transition to a Financial Advisor role?
This is a permanent position with great benefits, offering a competitive salary of GBP 45,000 negotiable DOE and hybrid working, including the opportunity to work from home.
Are you an aspiring Financial Adviser who is passionate about the Financial Services Industry and would like to develop as part of a flourishing and exciting firm?
£24,000 - £35,000 basic whilst in training for first 12 months
If you'd like an employed role in which you can start without prior experience and gain your qualifications (if you haven't already), this could be the role for you.
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
This role offers home based / remote working with access to office locations if preferred.
We are working with a chartered financial Planning firm in Bristol who are looking develop an ambitious IFA Administrator or Paraplanner over the next 12 - 18 months to become a fully qualified IFA.
The other 2 days will be spent studying towards qualifications and in advisor training to develop your skills.
This opportunity will see you working closely with the Chartered Financial Planner, 3 days per week will be spent supporting with technical administration, and sitting in on client meetings to get to know the systems and clients.
Reed Specialist Recruitment are proud to be representing one of the UK's largest financial networks, who are looking for a new Financial Advisor to help service their clients directly, working out of their head-office in Horsham.
Main Duties and Responsibilities
1.
To promote our policy of delivering Client Best Interest outcomes.