Junior Financial Adviser

2 weeks ago


Colchester, Essex, United Kingdom Heat Recruitment Full time
A reputable, established IFA in Colcester is seeking a Trainee/Junior Adviser to join their thriving team.

The company has experienced steady growth over the past few years and has achieved this through developing strong relationships and their balance ofprofessionalism and friendliness has a big part to play in their success.

This firm has created a culture where the business remains client focused and encourages everyone to achieve their goals.

  • This is a fantastic chance to join a firm that can offer you a
    training program to become a well established, reputable Adviser.
  • You will be working with a team of experienced administrators, paraplanners, and Advisers to learn the methods in which this firm works.
-
Progression is highly encouraged and supported throughout.

What's needed for me to be considered?

  • Level 4 Diploma qualified or working towards
  • Previous experience working within a similar financial services environment
  • Strong investment and pension knowledge
  • Excellent communication, both written and verbal, and attention to detail are essential to succeed

What's next?
Trainee IFA / Financial Planning / Financial Adviser / Associate Planner / Paraplanner / Report Writer
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