Regulated Financial Services Specialist
3 days ago
We are seeking a skilled and motivated Trainee Financial Advisor to join our team at Heat Recruitment. As a key member of our team, you will be responsible for conducting research on various financial products, analyzing client portfolios, and preparing detailed financial plans and recommendations tailored to client needs.
The ideal candidate will have a strong understanding of financial products and services, as well as previous experience in a paraplanning, financial planning, or advisory support role. You will also need to have a diploma in Regulated Financial Planning (Level 4) or be working towards it.
We offer a competitive salary of £28,000 per year, which may be higher depending on your level of experience. In addition to a generous compensation package, you will have access to ongoing training and professional development opportunities.
Key Responsibilities:
- Conduct research on financial products, including pensions, investments, insurance, and tax strategies.
- Analyze client portfolios, identifying areas for improvement or opportunities for growth.
- Prepare detailed financial plans and recommendations tailored to client needs.
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