Trainee Wealth Adviser - Leatherhead, United Kingdom - Nelson Scott LLP

Nelson Scott LLP
Nelson Scott LLP
Verified Company
Leatherhead, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
This premier UK regional Wealth Manager has a career opportunity for a paraplanner who is looking to progress into being a Financial Planning Adviser,for someone who has that natural client hunting mentality

You should have at least 2 years financial planning experience and preferably be studying the Dip PFS or about to qualify,together with client experience


WHAT YOU NEED TO SUCCEED
- minimum of 2 years' experience in a similar role with particular focus on client and FP operational controls
- excellent literacy, numeracy, and IT skills, especially with MS Office (Excel and Word at least to an intermediate level)
- able to present complex information, both in writing and verbally
- the ability to communicate at all levels in a clear, concise, and professional manner
- strong organisational and administrative skills, with high attention to detail
- the ability to be self-motivated and manage own workload to deadlines
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