Trainee Financial Advisor - Leeds, United Kingdom - BWD Search & Selection

BWD Search & Selection
BWD Search & Selection
Verified Company
Leeds, United Kingdom

3 days ago

Tom O´Connor

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Tom O´Connor

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Description
BWD are supporting a expanding wealth management business in the recruitment of a trainee financial adviser. The role would suit a Dipfa qualified professional looking to break into financial advice.


Following training you will manage and develop an existing client base and become a personal advisor to a wide range of clients, you will conduct regular client reviews and offer advice across the areas of Investment, Pensions and Protection.

A full client portfolio will be provided and additional leads will regularly be provided.

Advice will be conducted in a telephone or video environment within a home working environment with occasional expectancy to visit a local office for training / developmentand occasional team meetings.


On offer is a basic package to c£35k plus pension and benefits, you will also have the opportunity to increase earnings through additional bonuses.


  • You must hold the diploma in financial planning to undertake the role
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