Trainee Financial Adviser

2 weeks ago

London, United Kingdom Coast Partnership Full time

**An outstanding opportunity has arisen for a trainee adviser to join a boutique IFA practice based in The City. **Servicing a broad range of HNW & UHNW clients this is a fantastic opportunity for an Adviser to join and expand their client base.
- Working within an experienced team, giving advice to an array of clients over different sectors.
- Providing a broad range of advice from pensions and investments through to complex IHT planning strategies.
- Client meetings will be held in office, remotely or externally.
- Becoming a key member of the team, helping to grow and develop the business.
- Paraplanning and administration support will be provided

**Person Specification**:

- A qualified Adviser, level 4 Diploma as minimum
- A self-starter who is motivated and has experience of strong client relationships.
- Consultative manner (not a salesperson) with an exceptional compliance record

**There is a real cameraderie amongst the team so someone who is personable and dynamic would be a great fit.**

**This job is active and currently hiring.**

**Salary**: £35,000.00-£45,000.00 per year

**Benefits**:

- Company car
- Company events
- Company pension
- Flexitime
- Private medical insurance
- Referral programme
- Sick pay
- Work from home

Schedule:

- 8 hour shift

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- London: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Financial planning: 2 years (required)

Work Location: One location

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