Our client is a provider of wealth management service s across the East Midlands based in Lincolnshire and across the Midlands.
The Role:
A vacancy exists to join our Wealth Management Team as a Trainee Independent Financial Adviser dealing with investments and pensions in particular but also to provide equity release and protection advice.The role is based within thioer Lincon office
The successful candidate
The candidate needs to have the drive and determination to qualify to Level 4 Diploma level quickly (if not already qualified) and preferably a desire to achieve Chartered status. Relevant industry experience, a passionate interest in financial services, excellent communication skills and high service standards are essential.
Key Duties and Responsibilities:
- To work under supervision initially to gain experience of the role.
- To qualify to Diploma level (if not already qualified) and go on to gain Chartered status.
- To work with Partners and Fee Earners to develop new financial services business and build up a personal caseload.
- To ensure work complies with the Firms policies, FCA regulations and best practice.
The Rewards
- A negotiable and competitive salary based on experience and qualifications.
- Employee benefits.
- Generous holiday entitlement