You will be exposed to various facets of the business including investment management, paraplanning, client servicing, technical advice and much more.
The Trainee wealth managers role begins with learning how to generate activity, inbound and outbound leads for specific areas of financial planning Hoxton specialize in.
You will be required to make a minimum of 100 calls daily, 1 booking a day, which is an absolute minimum.
My client is an independent financial advisory company that has established a solid reputation for offering clients throughout Hertfordshire offering the best guidance possible on trusts, mortgages, investments, retirement planning, tax planning, IHT, pensions, and certain protections.
The company employs ten people in total, including three advisers, and works with about 200 retirees, City workers, families, and professional athletes whose assets range from several million pounds to £100k.