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Junior Financial Adviser

4 months ago

Bedford, United Kingdom Heat Recruitment Full time

Job Opportunity: Junior Financial AdviserLocation - Silsoe (MK45), UKSalary - negotiable dependent on qualifications and experience

Are you a qualified and highly professional individual seeking to kickstart your career as a Financial Adviser?

About Us: We are working with a reputable wealth practice who believe in progress — progress towards personal and financial goals, progress in learning and development, and progress in becoming the best provider of financial advice.

Role Overview: As a Junior Financial Adviser, you will have the unique opportunity to work closely with the Director, and learn from their wealth of experience in the financial planning industry. You will play a vital role in assisting our clients in achieving their financial goals while developing your skills and expertise in financial planning and advisory.

Responsibilities:

  • Assist in conducting financial analysis and research to support client recommendations.
  • Collaborate closely with the Director to develop and implement tailored financial plans for clients.
  • Build and maintain relationships with clients, providing exceptional service and support.
  • Stay updated on industry trends and regulations to ensure compliance and best practices.
  • Contribute to the overall success and growth of the business through your dedication and commitment.

Requirements:

  • level 4 qualified is essential
  • Strong professionalism and dedication to excellence.
  • Excellent communication and interpersonal skills.
  • Ability to work effectively in a team environment.
  • Eagerness to learn and develop in the field of financial advisory.

Benefits:

  • Competitive salary + bonus
  • Opportunity to work closely with and learn from industry experts.
  • Supportive and collaborative work environment.
  • Career development and progression opportunities
  • Comprehensive benefits package.

How to Apply: If you are a qualified and motivated individual ready to take the next step in your finance career, we want to hear from you

What’s next?

Apply today to be considered for this Trainee IFA opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Job Synonyms: Trainee IFA, Financial Planning, Financial Consultant, Adviser, Paraplanner, Report Writer, Junior Financial Planner, Assistant Financial Planner, Financial Advisor, Financial Adviser, Independent Financial Adviser, Independent Financial Advice, wealth management, Junior IFA, Wealth Consultant, Financial Consultant, Paraplanner