Trainee Financial Adviser

Heat Recruitment Ltd
Surrey, UK
£24000 - £30000/annum
11 Jun 2022
06 Jul 2022
Experience level
Part qualified
The opportunity for an individual to join a well-established Financial Services Practice, to provide direct support to the Financial Advisers in the business. They offer advice in a broad range of financial areas, providing their bespoke client base with a highly personalised and professional financial planning service.

Due to the growth of the team, my client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. You will have the opportunity to work in a supportive team environment where progression is encouraged and exam support is readily provided.

This is an opportunity to join a growing firm that offers a generous pension contribution, holiday entitlement and free car parking.

What's needed to be considered

In order to be considered for this unique opportunity, candidates need to have -

* Previous experience within a Financial Planning environment

* Professional communication manner, both written and verbally

* At least part-qualified through the Level 4 Diploma.

What's next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support, trainee IFA, trainee paraplanner, adviser support, financial planning support, technical administrator

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