Trainee Financial Adviser
We are currently working with an established firm of Chartered Financial Planners based in Newport, our client is a highly reputable business that provides independent advice to HNW clients across the South West and Wales.
They are currently in the market to recruit a Trainee Financial Adviser to join their team. The initial role will be focussed on shadowing the Financial Advisers, attending clients meetings and providing the planners with high levels of support.
The client is looking for an ambitious individual that is keen to move into an Advisory role, you can expect to move into a full Advice role within five years of joining the practice. They are also seeking someone that wants to achieve Chartered status, you can also expect full support for market exams.
You will ideally have -
- The ambition to move into an advisory position within the near future
- 2+ Experience within a Wealth Management or Financial Planning environment
- A number of market exams either CF or RO.
This is an excellent opportunity to move into a genuine Trainee Financial Adviser position, you will be joining a business that will support you for all training, development and market exams.