Trainee Financial Adviser/junior Adviser- Boutique

2 weeks ago


Wimbledon, United Kingdom Financial Divisions Full time

**Trainee Financial Adviser - Junior Adviser - Boutique IFA firm - SW London £40k - £45k - Full training to be an adviser in less than 6 months, attending client meetings from day 1 of the job** Are you a Paraplanner with your level 4 diploma and have ambitions to step into an Adviser role ASAP, are you looking to join an established boutique IFA firm looking to make the next step of your career move into Advising? My client is an award-winning wealth planning firm with its main office on the border of Surrey/Southwest London. I have recruited for them across all levels over the past few years and they are fortunate to have a very high level of staff satisfaction andretention. They operate on a whole of market basis across: pensions, investments, tax planning, protections etc with HNW city professional, retirees, families and some corporate clients. Due to an internal promotion a vacancy has become available for a Trainee /Junior Adviser. This role will be suitable for an Paraplanner who has completed their diploma and is looking for the next step, or possibly you are a junior adviser at the momentwho does their own paraplanning. My client may also consider an adviser who has been client facing for under 2 years. You will be working in a very dynamic and forward-thinking team who all have a progressive mindset and want to achieve at the highest level and drive the business forward and get the most out of their careers. The team have a "work hard play hard" mentalityand service their longstanding clients who all live in Surrey and South London. You will be mentored by one of the Senior Advisers and they will put together a plan of action for you to build you own book of business over time. My client are looking to offer circa £40k - £45k basic salary. You will get 23 days holiday, your birthday off work and full study support to your chartered status. If a supportive environment where all the staff actively help each other and want to gainthe most out of their work is appealing to you whilst also having some fun along the way then this role will be perfect for you. To learn more about the role please get in touch with a CV


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