Financial Advisor Apprentice

4 weeks ago


Nottingham, Nottingham, United Kingdom Lime Search & Select Ltd Full time
Financial Planning and Advisory Role

Lime Search & Select Ltd is seeking a Chartered Financial Adviser to join our existing Financial Advisory team. As a key member of our team, you will be responsible for providing financial advice to our clients, working collaboratively with our paraplanners to achieve their goals.

Key Responsibilities:
  1. Presenting financial plans and suitability reports to clients.
  2. Meeting with prospective clients to assess their advice needs.
  3. Working with our paraplanners to provide holistic financial planning solutions.

We require a Chartered Financial Adviser with strong technical knowledge and experience in pension transfer qualifications. You should be comfortable working in a wide range of financial planning areas and have a strong understanding of the Kinder Institute life planning approach.

A competitive salary and hybrid working options are offered for this role. If you are a motivated and experienced financial professional looking for a new challenge, please apply with your application statement explaining why you would be a good fit for this role.


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