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.
As a financial Adviser, you will be responsible for providing financial planning, guidance and advice to clients, helping them achieve their financial goals.
We are seeking a dedicated and knowledgeable individual to join our Independent, boutique Wealth Management firm due to substantial growth over recent years.
General
You will be required to be fully Level 4 qualified; CAS status is preferred but not essential.
We are working with a chartered financial Planning firm in Bristol who are looking develop an ambitious IFA Administrator or Paraplanner over the next 12 - 18 months to become a fully qualified IFA.
The other 2 days will be spent studying towards qualifications and in advisor training to develop your skills.
This opportunity will see you working closely with the Chartered Financial Planner, 3 days per week will be spent supporting with technical administration, and sitting in on client meetings to get to know the systems and clients.
They're looking for Trainee Customer Advisors to join their dynamic office as first line customer support in order to aid in their rapid growth!With an ever growing client base, the organisation requires a friendly individual to take ownership in managing client relationships.
Trainee Customer AdvisorCommunications, research and project management are all functions synonymous with the client we're representing.
Successful candidates will be in regular contact with professionals from a variety of industries and sectors.