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Trainee Financial Adviser

4 months ago

Wakefield, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
**Benefits**

Wakefield
£30000 - £40000
01/03/2023
NJR13570
Plus Bonus

DESCRIPTION

Paraplanner / Trainee Financial Adviser
Wakefield
£30,000 - £40,000 + Bonus

Initially working as a paraplanner, this role will involve

Writing and conducting research for suitability reports
Working closely with the advisers
Attending client meetings
Conducting client meetings about their current situation
Completing pre and post meeting paperwork

What's in it for you?
Great basic Salary
Excellent bonus structure
Full Training and development through to being a financial adviser
25 Days Holiday + Bank Holidays
Early Finish on Fridays

What we need from you?
A full level 4 diploma in financial planning
Previous experience working in financial planning, ideally in a paraplanning role
Excellent relationship building skills
Good attention to detail and an understanding of compliance and regulations
Previous experience in a sales based role such as recruitment or car sales, although any sales experience is welcomed
Ambition to becoming a financial adviser

If you are looking for a new role which can offer genuine career development in a thriving industry with potential to earn 6 figures in the near future, contact NJR Recruitment today quoting NJR13570