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Trainee Financial Planner


A boutique financial firm are looking to recruit a desk-based Junior Financial Adviser position in Marlborough.

This position is employed, paying £25k-£35k salary dependent upon your existing experience. No client bank is required and leads will also be provided.

This is an ideal opportunity for a first advisory role after achieving Level 4 with the opportunity to train alongside experienced advisers and be fully supported and funded to go on to achieve chartered status and beyond.

Successful candidates must be Level 4 Diploma Qualified, some advisory experience a bonus but not mandatory.

This role would suit an existing paraplanner or junior advisor that is looking for their first advising role and to start building their client base.

We are looking for people who are Diploma qualified, have some experience in Paraplanning and report writing with a good level of technical knowledge as this will stand you in good stead as you move forward into advising.

There will be some travelling involved when seeing clients and the opportunity for flexible working with a minimum of 3 days of the week to be office based.

You will receive a highly competitive package, fee split, benefits and full support in your personal career development alongside flexible working.

Experience required:
* Full FPC qualified or equivalent
* Level 4 Diploma
* Paraplanning/report writing skills
* Excellent communication skills – verbal and written
* Attention to detail and good administrative skills

Company Description

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