Trainee Financial Advisor

2 weeks ago


Cannock, United Kingdom Integro Partners Full time

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, Preferred Requirements: 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 Preferred Qualifications: Level 4 qualification in Financial Planning or equivalent Demonstrated commitment to ongoing professional development in the financial services sector Excellent communication and interpersonal skills



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