Due to continuing growth, my client is looking for Trainee Financial Advisor's in several of their locations including Cheltenham, Cleckheaton, Chester/North Wales and Durham.
They are looking for professional people who can develop into a role and be able to offer expert advice on suitable investments, private pensions, tax planning, and insurance products and provide a valuable service to work with my clients established client base.
In this role, you will have the opportunity to work with the existing in-house team, including administrators and para-planners, to service existing clients, help develop the business in the future and ultimately, develop from Trainee to Full Financial Adviser with huge career growth potential.
A leading wealth management firm are looking to appoint a Financial Planner to their Cheltenham office.
The role would suit an ambitious Financial Planner with 1-5 years authorised experience, looking to progress their career with a market leading brand.
Working within a dynamic team of Financial Planners and Investment Managers, you will take over some existing HNW clients, as well as developing both internal and external relationships to nurture further business.
One of your day-to-day tasks will be to prepare recommendations and write financial planning reports as well as liaising with clients, some of which are Ultra High Net Worth clients such as; veterinary practices, dentists and business owners which means that the range of our advice is broad.
Reed Financial Planning are actively looking to recruit a Trainee Paraplanner on a permanent basis to join a longstanding client of ours within their expanding Financial Planning team.
They work on complex retirement funding calculations, complex inheritance tax calculations, trusts and business relief investments.