Trainee Adviser - Bristol
We are working with a financial planning firm who are looking to grow their team in Bristol. Working very closely with the Senior Financial Planner you will support the delivery of an exemplary client service and outcomes.
You will be responsible for preparing client files for the suitability advice process, maintaining their internal systems, providing pre and post client meeting support as well as attending client meetings, so candidates with fantastic communication skills only will be considered.
To be successful for this role you will be working towards/have obtained the level 4 diploma, you will be working within a back-office function and looking for the opportunity to take the next step in your career ultimately being given the opportunity to become a Chartered Financial Planner. You will be provided with full support for exams and work alongside experienced and highly qualified Financial Planning professionals.
For more information on this role please contact Louise Bibb on 01179-170-416 and quote reference 11487.