My client is a small and growing Independant Financial Advisory firm based in Leeds, providing personalised and tailored Independent Financial Advice to both businesses and individuals in the Yorkshire areas.Take the next step in your career now, scroll down to read the full role description and make your application. My client, due to a new 5-year growth plan, is seeking to strengthen their current Advisory team, by taking on a Trainee Adviser, ideally someone who is seeking their next step from Paraplanning into Advice. You will be supported and guided right through to Chartered status. The main purpose of the position will be: To assist the Financial Planners of the business in reviewing and analysing plan details and preparing reports f
My client is a small and growing Independant Financial Advisory firm based in Leeds, providing personalised and tailored Independent Financial Advice to both businesses and individuals in the Yorkshire areas.
My client, due to a new 5-year growth plan, is seeking to strengthen their current Advisory team, by taking on a Trainee Adviser, ideally someone who is seeking their next step from Paraplanning into Advice. You will be supported and guided right through to Chartered status.
The main purpose of the position will be:
Your specific Responsibilities will be:
Ideally the suitable candidate will have familiarity with Analysis tools such as those provided by Dynamic Planner, CashCalc and Financial Express Analytics (FE Analytics), coupled with a keen interest into moiving into and Advice position and gaining CAS status.
A great competitive salary is offered, along with a clear career progression path. and working with a great team and company, who truly value & reward their employees. Great benefist structure in place including 6 weeks holiday, non-contributory pension & bonus schemes.
Fill in below which area you are searching in for a similar function and don't forget your e-mail address!