Trainee Financial Advisor

11 Days Old

This Trainee Financial Advisor job around Bromsgrove area provides opportunity to closely support a Chartered Financial Adviser, in return receiving full support and mentoring
You would be undertaking a blended role with paraplanning duties and client relationship management which would enable you to be well equipped to become a Financial Adviser in your own right, within the business. This is a tried and tested model that has successfully worked twice before.
As a Trainee Financial Advisor, your responsibilities will include:
Accompanying the Financial Adviser to most client meetings
Taking meeting notes
Acting as a Paraplanner, whereby you will be undertaking research and producing suitability reports
Undertaking tasks to assist the Financial Adviser be effective in their role
Liaise with the back office team to co-ordinate tasks
Through undertaking this role, you will shadow their high-performing Chartered Financial Planner which will equip you to become your own highly accomplished Adviser in circa 2 years. The Adviser regularly works with millionaires ...
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Location:
Birmingham
Salary:
£40,000
Job Type:
FullTime
Category:
Accounting & Finance

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