Trainee Financial Adviser - Fareham, United Kingdom - Appointed Ltd
Description
A very exciting opportunity for a Level 4 individual looking to move into an employed adviser role has arisen in a in an established financial planning practice in Fareham. During the period of time of becoming CAS status you will be building key relationships with business partners, shadowing the adviser and ensuring business development to procure referral business to the practice.
You will be working directly with the adviser on Strategic Business Partners and Client Acquisition, whilst working closely with the back-office team to ensure smooth handover of clients and working on Case Study documents to ensure the benefits of working with the business and articulated correctly to all contacts.
Job Types:
Full-time, Permanent
Salary:
£30,000.00-£40,000.00 per year
Benefits:
- Company events
- Company pension
- Financial planning services
- Onsite parking
- Private medical insurance
Schedule:
- Monday to Friday
Supplemental pay types:
- Yearly bonus
Experience:
- Paraplanning: 1 year (preferred)
Work Location:
In person
More jobs from Appointed Ltd
-
Financial Planning Administrator
Fareham, United Kingdom - 3 weeks ago
-
Paraplanner
Whiteley, United Kingdom - 1 week ago
-
Receptionist
Wimborne, United Kingdom - 2 days ago
-
Junior Financial Services Administrator
Whiteley, United Kingdom - 2 weeks ago
-
Ifa Administrator
Steyning, United Kingdom - 1 week ago
-
Ifa Administrator
West Grinstead, United Kingdom - 5 days ago