Currently seeking a highly motivated and experienced Financial Advisor to join the team.
About the Company
With a strong commitment to personalised service and expert financial advice, this business aims to help clients achieve their financial goals and secure their financial future.
A leading financial services company based in Dundee, providing comprehensive wealth management solutions to a diverse clientele, including individuals, families, and businesses.
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.
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.