Trainee Financial Adviser

2 weeks ago


Farnham, United Kingdom Heat Recruitment Full time

Looking for an ambitious and driven Trainee Adviser. Either someone who is a strong paraplanner ready to take the next step or someone who is already in an adviser role who feels that they are lacking the training and support they need to become a well-establishedFinancial Planner.
This isn't a large national company but instead a smaller company that has a hands-on approach. Members of the team are welcoming and supportive so that will settle in quickly. You will learn a lot from the successful financial planners and the investment team.You will also be provided with full CII study support, especially for those looking to be Chartered.
**What’s needed to be considered**
- Level 4 Diploma qualified
- To be at the start of their adviser journey /an experienced paraplanner who is stepping up
- Professional communication manner
- Organised and adaptable

**What’s next?**
Synonyms: Paraplanner, Financial Planner, Financial Adviser, Financial Planning Associate, Technical Consultant



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