Junior Financial Advisor

This employed, Junior Financial Advisor job provides opportunity to work alongside the Head of Financial Planning, with opportunity to be involved in client activities with the view to you becoming a Financial Advisor Our client is a fast-paced growing consortium of professional services, with specialist divisions across financial planning, tax advisory, accountancy, law and business consultancy. As such, the group company regularly deals with private clients and businesses. You will be supporting the Head of Financial Planning, assisting clients throughout the full client journey. As such, building your knowledge and confidence by being involved. Whilst you are in your learning stage, you should also look to support the business in proactively generating new business and new client opportunities. Our client regularly hosts webinars and seminars, frequently attend networking and professional events, all providing potential opportunities to generate enquiries. Furthermore, you will be working within a group company of 90 in-house Advisors who specialise in their respective professional services, where you can encourage cross referrals. Any of the clients you generate would become part of the future client bank you would be responsible for, once ready to provide advice in your own name. Junior Financial Advisor Requirements You should hold full Level 4 Diploma in Financial Planning or equivalent You should have experience within financial planning industry, such as a Trainee ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!