Associate Financial Advisor
5 months ago
**The Job**
Working closely with the firm’s senior leadership & wider team, you will be involved in the following:
- Shadowing one of the firm’s senior financial planners in order to train and develop your skill set, with the aim of becoming a capable financial planner.
- Overseeing a portfolio of existing clients, ensuring they are provided with a top class level of service.
- Ensuring excellent client relationships are maintained & developed.
- Spotting opportunities for business growth & development.
- Level 4 qualified (essential)
- Strong previous experience in a paraplanning or financial planning focused role
- Excellent communication skills
- Ambitious & proactive
- Passionate about becoming a financial planner/advisor
**The Benefits**
- A generous starting salary of £35K-£40K (negotiable DOE)
- Competitive bonus scheme
- Hybrid working
- 1pm Friday finish
- Second to none scope for training, development & progression opportunities
- Generous wider benefits package
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