Trainee Financial Adviser – London
Salary
25,000 - 40,000 DOE and Qualifications
Location
London
Job Type
Full Time
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We are working with a prestigious wealth management company that has a UK wide presence, with offices located strategically to ensure that clients receive a personalised and face to face service. Their Advisors provide financial planning and wealth management advice to clients from a range of backgrounds and with varying financial needs relating to their Retirement and Pension, Investment and Savings and Estate Planning and Protection. Some cases are more complex than others and each client receives a bespoke service to cater to their individual circumstances and goals.
Due to their ongoing expansion they seek professionals in all areas of their business to assist with the ongoing management of a portfolio of clients. They have an increasing client book due to client referrals but also due to the successful acquisitions of several businesses. Their ideal intakes would be ambitious and well educated trainee financial planners who have the desire to complete necessary exams and continue on to become a chartered financial planner.
The role on offer will depend on what level the trainee comes in at and will match their current experience and qualifications. A personal development plan will be put into place for each intake to identify areas of ability, training and development needs and to establish timescales.
This is an opportunity to join one of the largest and fastest growing companies in the UK. The training and development on offer will benefit those individuals who perhaps have gained experience in another wealth management or IFA practice, but have not been encouraged to develop their knowledge and skills by taking exams; or for someone who has the exams but has hit a ceiling in a smaller firm with no opportunity for growth.
If you are interested in this role and would like to apply, please contact Louise Sheppard @ Recruit UK Ltd on 0117 9450450 or email [email protected]
This position is now filled. If you are looking for a position like this, then visit our career consultation page and book a talk with one of our experts to find the perfect job for you.