Trainee Independent Financial Advisor

2 weeks ago


Norwich, United Kingdom PB Recruitment Consultants Ltd Full time

**A truly exceptional opportunity is available, with a leading Financial Planning and Wealth Management firm, in the Norwich area for a Trainee Financial Advisor.**

**A fantastic opportunity for an experienced Senior Paraplanner to join a small and tight knit and friendly team and advance into a full Independent Advisory position. You will be liaising with clients directly and be directly involved in discussionson the financial well-being of all clients.**

A very friendly, pleasant working environment, where no pressure is applied, you can become a Financial Advisor at your own pace, with the very best on-going training from the Chartered Financial Planners.

It specialises in providing truly unique and bespoke advice to their private and corporate clients. Having a highly successful joint financial planning and legal venture, they ensure they provide only the highest standard of advice on the market to its clients.

A comprehensive package is available for the right person, including exam support, bonus, a generous base, and a comprehensive benefits package.

**What’s needed for me to be considered?**
- Proven experience in a Senior Paraplanning position.
- Level 4 Diploma qualified, Chartered studying.
- Experience working within an IFA.
- Desire and motivation to move into a full IFA role

**APPLY TODAY for further details, an opportunity to good to overlook. Please call Robert at PB Recruitment ASAP


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