As a Financial Advisor, you will be responsible for providing comprehensive financial planning and investment management services to your existing clients, while also collaborating with our team to identify new business opportunities and grow your book of business.
We are seeking a motivated and experienced Financial Advisor to join our team, bringing their existing book of business to our organization.
Responsibilities
Manage an existing book of business, consisting of clients, with assets under management.
Posted by Financial Divisions • £25K/yr to £30K/yr
Trainee Financial Advisor
Study Support towards Diploma in Financial Planning.
Yearly payrises and qualification milestone payrises.
General
We are delighted to offer an opportunity to work with this well run, professional IFA practice, who has an excellent record as both an employer and as a provider of conscientious, ethical and holistic advice on wealth management services.
Reed Specialist Recruitment are proud to be representing one of the UK's leading Financial Advice networks, who are looking for a Trainee Paraplanner to join their team in Horsham.
Main Duties and Responsibilities
To promote and always work towards delivery of Client Best Interest outcomes.
To ensure adherence at all times to the principles of data protection and to the OPGL policies on such matters.
This role will include supporting the client during the completion of a 6 month training period before their advancement to advising clients on their finances.
The role involves working with a sensory impairment associate within the financial sector, providing administrative support, thus facilitating their own professional role in the Knightsbridge area of London.
This is a fantastic opportunity for someone looking to use existing supportive and organizational skills to really make a difference.