Deadline:
May 30, 2024
Location(s)
United Kingdom
West London
Overview
Are you a Mortgage and Protection Adviser who has recently qualified with your Level 4 Diploma in Financial Planning?
Or maybe you hold your CeMap qualifications and Level 4 in Financial Planning but havent had the opportunity to move into a client facing role?
Looking for that opportunity to kick start your career as a successful Financial Planner?
Details
Job description
We are pleased to be working with a specialist financial planning firm with offices across the South of the UK. Due to recent expansion they are now looking to hire into their trainee financial planning team on a remote basis.
You will receive full support and training to obtain CAS, you will be provided with a client bank and leads but also receive mentorship on how to build, present and grow your AUM.
Successful individuals will need to hold the level 4 diploma and be keen to develop your own client bank via warm internal referrals.
ABOUT US
We are an award winning, independent, talent and business growth consultancy specialising in the General Insurance, Financial Services and Legal professions. Since we started our journey in 2006 we have adapted and evolved to provide innovative solutions to enable businesses to grow organically through talent acquisition, business consultancy and innovation, as well as helping people achieve their career aspirations.
Opportunity is About
Eligibility
Candidates should be from:
Description of Ideal Candidate
To be a successful applicant you must hold your level 4 diploma as a minimum. Hold a full driving license and have the desire to be a highly successful chartered financial planner. This is a full time role.
This role will offer hybrid working with the expectation for you to travel to the North Bristol offices once/twice a week, and ultimately be on the road visiting clients when required.
Dates
Deadline: May 30, 2024
Cost/funding for participants
Salary: £35000.00 - £40000.00 per annum + OTE £75k
Un-save Opportunity
Internships, scholarships, student conferences and competitions.
