Trainee Financial Adviser

  • Location

    Exeter, Devon

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £32000 - £37000 per annum + bonus and benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2330_1580741650

  • Published:

    8 months ago

  • Expiry date:

    2020-03-04

  • Startdate:

    ASAP

  • Consultant:

    #

Due to expansion, our client is currently seeking an experienced Paraplanner (or similar) to join their well established Wealth Management team to train as a Financial Adviser.

This company believe in progression and development; therefore, the successful candidate will be working on a one to one basis with a top performing advisor performing duties such as: attending client meetings, preparing suitability letters, conducting research as well as shadowing the Advisor to learn the Wealth Management role.

There will also be the opportunity to advise your own 'smaller' client bank after a designated period with a transition shortly after into a full financial adviser role with access to a large client bank.

To be considered you should be a Paraplanner or Trainee IFA that is looking for a genuine route into advisory. You will be offered a competitive basic salary plus bonus and benefits, most importantly you will be provided with training support and the opportunity to move into a financial advice role within 12-18 months.