Trainee Financial Advisor

I-am-currently-recruiting-for-a-Trainee-Financial-Advisor-to-join-a-friendly-and-supportive-team-in-a-role-that-offers-a-structured-pathway-to-becoming-a-Chartered-Financial-Planner.-This-is-an-excellent-opportunity-for-a-Junior-Financial-Adviser-or-Paraplanner-looking-to-build-a-long-term-career.

In-this-role,-you-will-work-closely-with-the-Chartered-Financial-Adviser,-attending-client-meetings-and-assisting-with-the-planning-process.-Key-responsibilities-include:

• Attending-appointments-and-taking-detailed-notes.
• Handling-paraplanning-duties,-including-underwriting-cases-and-systems-analysis.
• Conducting-research-and-preparing-reports-for-an-existing-client-bank.
• Learning-internal-systems-and-processes-through-direct-mentorship.

A-clear-development-pathway-will-be-provided,-including-on-the-job-training-and-full-funding-for-your-professional-exams.-This-position-is-ideal-for-an-individual-looking-to-gain-valuable-client-facing-experience-while-working-toward-their-qualifications.Please-get-in-touch-for-more-information