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Trainee Financial Advisor

2 months ago

Billericay Essex, United Kingdom Andrew Skinner Wealth Management Ltd Full time

Exciting New Financial Adviser Opportunity with Andrew Skinner Wealth Management Ltd
Andrew Skinner Wealth Management has a rewarding opportunity for a part qualified/qualified Financial Adviser to join its successful team in Billericay, Essex.

The company is in the process of building on its recent success in obtaining new clients and increasing its assets under management by looking to employ a Financial Adviser to help drive the business forward.

Our practice is flexible in how we approach recruiting the right person and a successful candidate joining us whilst starting their financial advice career would also benefit from the award winning St James’s Place Academy to further support them in their development journey

The firm is a Senior Partner practice of an award winning wealth management company with over £180 billion in assets under management and is the largest financial planning/wealth management company in the UK.

The ability and desire to form long term, meaningful relationships with clients
A clear vision for ambitious career growth which they can support
Alternatively, an individual from the financial services industry interested to break into wealth management

Provide industry leading training around client acquisition, retirement modelling and financial planning
A substantial client bank to the adviser once the individual is fully qualified and ready to advise
A very qualified back office support team to ensure you are in front of clients as much as possible
Would look to offer an employed role but would consider self employed if desired by a successful candidate.
A Chartered Financial Planner who could be shadowed in the early days.