TRAINEE FINANCIAL ADVISER – Central London, Level 4 Diploma Essential, C £45,000 + Bonus + Clients
other jobs Financial Divisions
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- England,London,City of London
- Full Time, Permanent
- £40,000 - £45,000 per annum
Job Description:
Full job descriptionTRAINEE FINANCIAL ADVISER – Central London
Level 4 Diploma Essential
C £45,000 + Bonus + Clients provided
The 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 £800k
*Benefit 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.
Level 4 Diploma Essential
C £45,000 + Bonus + Clients provided
The 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 £800k
*Benefit 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.
Job number 3951029
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Company Details:
Financial Divisions
As a consultancy, we look after our candidates and offer a bespoke approach which makes us distinctive in today?s market-place.
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