Trainee Financial Advisor

6 days left

Recruiter
Anonymous
Location
Surrey
Salary
35000.00 - 40000.00 GBP Annual + GBP35000 - GBP40000/annum excellent
Posted
26 Sep 2017
Closes
24 Oct 2017
Category
Accounting
Contract Type
Permanent
Hours
Full Time
Trainee Financial Advisor
GBP35,000 - GBP40,000 + benefits
West Surrey - Cranleigh area
This opportunity presents an excellent platform for an experienced Paraplanner, who is seeking an opportunity to develop their career as a Financial Advisor. Our client is a well established independent provincial firm, providing a holistic financial planning service for HNW clients, encompassing more complex arrangements. They are offering an excellent structured training and development programme.
The group enjoys strong long-term client relationships, really taking time to understand client lifestyles and long-term objectives, to offer expert advice.
The Directors and Advisors are open and engaging, fully committed and enthusiastic to share their market knowledge and expertise, providing an excellent foundation for a mutually supportive working environment and the provision of a seamless client service.
Skills and experience required:
Minimum Level 4 CII Diploma, or CII Certificate of Paraplanning.
Commitment to attaining further qualifications - eg. JO9, J10, JO2
4-5 years + current/recent experience in Paraplanning role, demonstrating a confident product knowledge across advanced Pensions planning, Trusts and Discretionary Investment management
Strong analytical and report writing skills
Strong interpersonal skills, with the gravitas to engage and build a rapport with clients at all levels
Ambition and motivation to make a successful career as a Financial Advisor
25 days holiday; pension, life assurance, private medical healthcare scheme; staff parking
Full support with professional study. Staff parking available. Easy commuting radius for Dorking - Cranleigh - Guildford