Trainee Financial Advisor
Posted 12/06/2024 by Integro Partners
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Are you an experienced paraplanner looking to transition to a Financial Advisor role? We are seeking a dedicated Trainee Financial Advisor to work closely with our advisors, undergo paraplanning for clients, attend face-to-face meetings, and eventually transition into a Financial Advisor role. This is a permanent position with great benefits, offering a competitive salary of GBP 45,000 negotiable DOE. If you live in or around Cannock, this is the perfect opportunity for you!
- Transition from experienced paraplanner to Trainee Financial Advisor
- Work closely with the advisors, attending client meetings and building experience
- Permanent role with GBP 45,000 salary,
- Experience as a paraplanner
- Trainee Financial Advisor qualification
- Level 4 qualified with a desire to become chartered (level 6)
- Good understanding of Financial Advisory processes
- Ability to work independently and collaboratively
- Level 4 qualification in Financial Planning or equivalent
- Demonstrated commitment to ongoing professional development in the financial services sector
- Excellent communication and interpersonal skills
- Type:
- Permanent
- Contract Length:
- N/A
- Contact Name:
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- Telephone:
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- Job Reference:
- 1531885
- Job ID:
- 221813816
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