Are you an experienced Financial Adviser or IFA based in the South West?
If you're an ambitious Financial Adviser with 3-5 years of experience, driven by career growth and eager to make your mark, this opportunity is tailor-made for you.
We're partnering with a leading mid-sized IFA, offering a pivotal role within their dynamic team.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Tunbridge Wells.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.