TRAINEE FINANCIAL ADVISER - Central London, Level 4 Diploma Essential, C £45,000 + Bonus +
TRAINEE FINANCIAL ADVISER - Central LondonLevel 4 Diploma Essential C £45,000 + Bonus + Clients providedThe Opportunity:Join a growing, fully independent financial planning firm managing £200m of client assets, with AUM increasing by around £50m each year. Advise a high-net-worth client base, including UK-based US nationals and affluent UK clients. Work across pensions, investments, protection, inheritance tax and estate planning, alongside specialist international and cross-border financial planning, including QROPS (Qualifying Recognised Overseas Pension Schemes).Average client portfolio of around £800kBenefit from a strong introducer network generating high-quality referrals from law firms, accountancy practices, tax advisers and FX Brokers.Receive full administrative and paraplanning support, allowing you to focus on developing as an adviser. Clients, leads and referrals provided. About you:Level 4 Diploma in Regulated Financial Planning. Looking to move into a Financial Adviser role. Wealth management experience is beneficial but not essential. Open to career changers with the right attitude and qualifications. Confident, personable and comfortable building relationships with high-net-worth clients. Ambitious and looking to build a successful long-term career in financial planning.Please, send your CV to Jim at Financial Divisions. ..... full job details .....
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