Trainee Financial Planner
A top 100 firm of Chartered Financial Planners based in the Old Trafford area of Manchester currently seeks to appoint a new Trainee Adviser to join their well respected team. Candidates will ideally have experience in a client facing role as you will be given full CF30 sign off on joining the business.
This well-established business provide holistic advice to HNW & UHNW clients on all aspects of their financial planning at all stages of life - from helping them to build their assets and protecting them in the event of their death or critical illness, through to generating a secure income in retirement and meeting the costs of long-term care.
The successful candidate will be qualified to Diploma level as a minimum and will ideally be near to/ have achieved their Chartered status. A great opportunity for an experienced Paraplanner/ Junior Consultant who is now looking to take the next step in their career by moving into an advisory position.
The role is to replace an Adviser who is leaving behind an £8M client bank and steady stream of leads from potential new clients, so candidates must be ready to make the step up.