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Trainee Wealth Manager

Heat Recruitment Ltd
Closing date
7 Jul 2022

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Contract Type
Full Time
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The opportunity for a financial professional to join a well-established financial planning practice in Leicestershire who are looking to develop an individual into a fully-fledged Financial Adviser.

Initially, you will provide administration and paraplanning support to the existing Chartered Wealth Manager and then the role will evolve as you progress, with the overarching objective that the successful individual will be operating as a senior paraplanner or Wealth Manager within 18 -36 months depending on experience and ability.

What's on offer?

* rapid career progression - official scheme in place for this role

* full exam support

* flexi-hours

* company pension

What's next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support, Junior Paraplanner, IFA Administrator, Client Support, Business Support, Report Writer, Para-planner, IFA Admin, Client Delivery, Junior Paraplanner, Financial Advice, Financial Adviser, Financial Planner, Wealth Consultant
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