A Continuous Learning Program to keep you in the loop with relevant progression within the business and changes to economic mechanics, policies, and procedures.
Free onsite parking.
25-day annual leave entitlement, plus bank holidays.
We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified with their Diploma in Financial Advice / Planning and looking to take their first step into Advice.
My client is a leading Investment Management & Financial Planning firm based in Central Sheffield, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning.
Specific duties will include
Meet potential new clients to ascertain their current and future financial planning needs.
My client is a well-established lender based in the North of England; they are looking for a Trainee BDM/Broker Manager, based out of their Manchester Office, to service the increasing demand for asset finance from a broad range of Northern based Asset Finance brokers.
The Role
Is an external sales role involving significant out bound activity including a minimum of 3-5 self-generated physical meetings a week with brokers across the North.
Involves largely self-sourcing your own business by identify and prospecting for new introducer's whilst maintaining an existing panel of introducer's in your area.