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TRAINEE FINANCIAL ADVISER
3 months ago
plus full study, defined career progressive route through all stages to Adviser.
My Client, a boutique Financial Planning Firm based in the Reading area are looking to opffer this incredible opportunity to a talented, dynamic individual looking to move through the stages of the Financial Planning cycle leading to the position of Financial Adviser.
Opportunity Highlights
** Exceptional opportunity is on offer
** This is training opportunity for either a 2023/2024 Graduate with an internship/university placement within Financial Planning or an experienced IFA Administrator working towards the Level 4 Diploma looking for the next step in Paraplanning.
** You will be offered a defined and structured well planned training path to follow with regular reviews and mentoring to mark your achievement at each stage of your development.
** This is a unique opportunity of working with clients who have been referred to the business from firms specialising in family law, dealing with people who are trying to navigate a particularly complex divorce, or helping them plan for financial stability after the loss of a family member and intergenerational estate planning
** You will be involved in the Financial Administration behind pensions, investments and other financial services products and services, working with the Clients and preparing reports for client review meetings and other ad hoc tasks associated with the role.
** Full study support and a very lucrative personal bonus structure will be provided to ensure you achieve your personal goals within the workplace and in your own time.
To apply please contact Camilla Howden.
