Trainee Financial Adviser

2 months ago


Fareham, United Kingdom Appointed Ltd Full time

**A very exciting opportunity for a Level 4 individual looking to move into an employed adviser role has arisen in a in an established financial planning practice in Fareham. During the period of time of becoming CAS status you will be building key relationships with business partners, shadowing the adviser and ensuring business development to procure referral business to the practice.**

You will be working directly with the adviser on Strategic Business Partners and Client Acquisition, whilst working closely with the back-office team to ensure smooth handover of clients and working on Case Study documents to ensure the benefits of working with the business and articulated correctly to all contacts.

**Job Types**: Full-time, Permanent

**Salary**: £30,000.00-£40,000.00 per year

**Benefits**:

- Company events
- Company pension
- Financial planning services
- On-site parking
- Private medical insurance

Schedule:

- Monday to Friday

Supplemental pay types:

- Yearly bonus

**Experience**:

- Paraplanning: 1 year (preferred)

Work Location: In person



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