Trainee Financial Adviser - London, United Kingdom - Coast Partnership

Coast Partnership
Coast Partnership
Verified Company
London, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

An outstanding opportunity has arisen for a trainee adviser to join a boutique IFA practice based in The City. Servicing a broad range of HNW & UHNW clients this is a fantastic opportunity for an Adviser to join and expand their client base.

  • Working within an experienced team, giving advice to an array of clients over different sectors.
  • Providing a broad range of advice from pensions and investments through to complex IHT planning strategies.
  • Client meetings will be held in office, remotely or externally.
  • Becoming a key member of the team, helping to grow and develop the business.
  • Paraplanning and administration support will be provided

Person Specification:


  • A qualified Adviser, level 4 Diploma as minimum
  • A selfstarter who is motivated and has experience of strong client relationships.
  • Consultative manner (not a salesperson) with an exceptional compliance record

There is a real cameraderie amongst the team so someone who is personable and dynamic would be a great fit.

This job is active and currently hiring.

Salary:
£35,000.00-£45,000.00 per year


Benefits:


  • Company car
  • Company events
  • Company pension
  • Flexitime
  • Private medical insurance
  • Referral programme
  • Sick pay
  • Work from home

Schedule:

  • 8 hour shift

Supplemental pay types:

  • Bonus scheme

Ability to commute/relocate:

  • London: reliably commute or plan to relocate before starting work (required)

Experience:


  • Financial planning: 2 years (required)

Work Location:
One location
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