You will transition into a Financial adviser, by working closely with the advice team, shadowing, client meetings and personal development.
This is a duel role and will focus on providing effective support to the Practice Principal and Financial advisers to ensure a high quality service to their clients whilst developing into a Financial Adviser
We are recruiting for one of our partnership business based in Aldershot in Hampshire.
You will be joining a privately owned financial planning and discretionary investment management house, dedicated to helping clients achieve their financial goals.
Are you passionate about financial planning and providing exceptional service to clients?
Join our team at multi site IFA firm as a Paraplanner!
Our client is preparing for the future and they are actively working on their succession plan.
To that end, we are delighted to be recruiting for a senior Chartered Financial Advisor who has the potential to become the business' next owner/Director once the current owner retires.
There is a 5 year plan in place, part of which is focused on hiring a successor to the director now.