Trainee Financial Adviser - Cardiff, United Kingdom - MB Fitzgerald

MB Fitzgerald

Verified Company

Cardiff, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

One of the UKs most successful Financial Planning & Investment Management organisations are seeking to recruit a Trainee Financial Planner to join their Cardiff team.

This is an exceptional opportunity for an aspiring Financial Adviser who is looking to join a forward thinking, market leader who will provide you with first class training & support.

You'll start as a Trainee but will be tasked with progressing to CAS within 6-12 months with the assistance and guidance of the Managing Partner.

You will be joining the growing 'desk based' advice team, the service provided to clients is a full comprehensive financial planning service, although mainly provided remotely due to efficiency of the service.

They have a clear and defined progression structure to allow you the opportunity to move into face-to-face advice in the future if you desired.

Requirements:

You must have experience within financial services, ideally working within an Advisory role (such as a Mortgage or Protection Advisor) although the company are willing to consider people with relevant skills and qualifications from different backgrounds, such as Paraplanners who can demonstrate client facing or business development skills
You must have a very strong technical knowledge of all financial services products

On offer:

A genuine opportunity to progress at one of the UK's leading Wealth Management organisations
A chance to learn from the best
A generous basic salary, negotiable depending on experience and qualifications, up to £40,000 plus company benefits and discretionary bonus. Salary will naturally increase with experience and you can expect earnings of up to £50,000 once you are signed off as a full Financial Planner
Full support towards any further qualifications
Hybrid working after initial training period