Trainee Independent Financial Advisor - Norwich, United Kingdom - PB Recruitment Consultants Ltd

Tom O´Connor

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Tom O´Connor

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Description

A truly exceptional opportunity is available, with a leading Financial Planning and Wealth Management firm, in the Norwich area for a Trainee Financial Advisor.

A fantastic opportunity for an experienced Senior Paraplanner to join a small and tight knit and friendly team and advance into a full Independent Advisory position. You will be liaising with clients directly and be directly involved in discussionson the financial well-being of all clients.


A very friendly, pleasant working environment, where no pressure is applied, you can become a Financial Advisor at your own pace, with the very best on-going training from the Chartered Financial Planners.

It specialises in providing truly unique and bespoke advice to their private and corporate clients.

Having a highly successful joint financial planning and legal venture, they ensure they provide only the highest standard of advice on the market to its clients.


A comprehensive package is available for the right person, including exam support, bonus, a generous base, and a comprehensive benefits package.


What's needed for me to be considered?

  • Proven experience in a Senior Paraplanning position.
  • Level 4 Diploma qualified, Chartered studying.
  • Experience working within an IFA.
  • Desire and motivation to move into a full IFA role
**APPLY TODAY for further details, an opportunity to good to overlook. Please call Robert at PB Recruitment ASAP

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