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Financial Planning Professional

1 month ago

Melrose, United Kingdom Eden Scott Full time
Join Our Team as a Trainee Financial Adviser

We are seeking a driven and motivated individual to join our team as a Trainee Financial Adviser. As a key member of our team, you will be responsible for acquiring existing clients and developing their client base.

This is an excellent opportunity for a diploma-qualified individual with industry experience to make the move to Financial Advice, gain their CAS status, and grow an existing client base. Our hybrid working arrangement allows for a great work-life balance, and our outstanding reputation ensures a steady stream of referrals and enquiries.

We are looking for an ambitious, client-focused, and motivated individual with a diploma and client management experience to train up to be an adviser. Alternatively, we may consider someone transitioning from a tied environment to break out of a Corporate atmosphere and learn new products or experienced Paraplanners to take on new challenges.

We offer a competitive salary, benefits package, clients, and OTE earnings, with all open to negotiations. If you are interested in this opportunity, please get in touch with Alison Curran to discuss confidentially.

About Us

We are an expanding financial planning firm based in the Scottish borders, with a strong reputation for quality service and client satisfaction. Our team is busy, and we have clients that need retained and looked after.

What We Offer

  • A competitive salary and benefits package
  • A hybrid working arrangement for a great work-life balance
  • The opportunity to gain CAS status and grow an existing client base
  • A supportive team environment with opportunities for professional growth