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Trainee Financial Adviser
3 months ago
Trainee Financial Adviser - Boutique IFA firm - Reading
Salary: £30k + bonuses
Clients provided: Manage a portion of a £20m client bank
- Are you currently working as an IFA Administrator or Paraplanner and aim to become an Adviser in the near future?
- Are you working towards your level 4 diploma and eager to step into an Adviser role?
Join a well-established wealth planning firm in Reading comprising 2 experienced Advisers, a team of Paraplanners, and dedicated Administrators.
Key responsibilities:
- Providing financial advice across pensions, investments, tax planning, estate planning, and protections.
- Serving HNW retirees and families.
The company thrives on client trust and organic growth through recommendations in Berkshire, Hampshire, Surrey, and Buckinghamshire.
They are seeking a Trainee/Junior Adviser to join their team. This opportunity suits a Paraplanner or Administrator near completion of their diploma, desiring to transition into a Financial Adviser role.
You will collaborate with a dynamic, forward-thinking team focused on achieving excellence and driving business growth.
While remote work is possible, regular office attendance is expected once onboarded, allowing you to eventually manage your schedule independently.
Client meetings take place off-site at preferred locations, with all travel expenses covered.
The role involves servicing existing clients, reviving dormant accounts, and maintaining long-term client relations.
The package includes a competitive basic salary, generous holiday entitlement, a range of benefits, and support for exam qualifications.
Cultural fit and a positive work attitude are crucial for the company, fostering a supportive environment where teamwork is paramount.
If you are enthusiastic about professional development, collaborative teamwork, and a positive work culture, this role could be an ideal match for you.
Contact us with your CV to explore this exciting opportunity further.
