Our clients two year trainee programme is for under graduates in their final year of their studies or the candidate who is looking for career change and either working towards or has completed the CII Diploma Level 4 in Regulated Financial Planning (or equivalent) and needs support in industry to progress.
You will be fully immersed in our day to day activities, based in Sheffield Head Office, gaining industry experience and driving forward a career in financial services.
You will look at all aspects of the Practice and what it means to be a client here through face to face and written communication.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven trainee financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Posted by Cavendish Maine Recruitment • £35K/yr to £40K/yr
My client are a renowned Financial Planning firm operating across the UK and are on the lookout for a trainee Financial Advisor to join their Aberdeen office.
This is a rare opportunity for a Trainee Advisor or Paraplanner to step into an employed Advisory role with an established client book, with a company that can offer ongoing training and development.
In this role, you will service an established client bank and conduct annual reviews as well as actively pursuing new business opportunities.
Posted by IDEX Consulting Ltd • £30K/yr to £40K/yr
We are working with a growing financial planning firm who are looking to give someone the opportunity to join them as a Trainee Financial Adviser!
The client is looking for individuals that have started their financial planning qualifications, have worked within the financial services sector and now looking to join a business with the view to becoming a successful financial planner!
This role will see you working closely with the senior members of staff, understanding the full financial planning process that the client goes through, working closely with them to help them achieve their financial goals.
Job Description: They are seeking an ambitious and motivated Trainee Financial Adviser to join their team.
About Us: Join our Client, a dynamic financial planning firm in the heart of London that is dedicated to providing exceptional financial advice and planning services to high net worth clients.
They are committed to the professional development of their team and offer extensive support for career progression, including study support.