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.
Are you an aspiring Financial Adviser who is passionate about the Financial Services Industry and would like to develop as part of a flourishing and exciting firm?
You will have access to industry leading training and support to develop from an administrative position, in which you learn processes and systems whilst you study towards your qualifications, to shadow the Principal and become more customer facing as you grow in confidence and become more proficient.
If you'd like an employed role in which you can start without prior experience and gain your qualifications (if you haven't already), this could be the role for you.