As part of our continued growth and investment. The Finance Planning Group are delighted to announce that we are seeking to appoint 2 people to be enrolled in a school of Excellence programme Founded in 1999 The Finance Planning Group are one of the largest and most successful Financial Services Companies within the Legal and General Network with 70 advisors. The Finance Planning Group offers a whole of market proposition for i...
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Date: 6 days ago
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Plymouth, Devon
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£21,000 - £24,000 per annum
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14 applications
My client is one of the UK’s largest independent private client investment management companies, who have a very large client base, significant assets and plenty of opportunities due to growth and expansion. They currently have a unique opportunity that requires a successful finance/economics/business or maths graduate who has a keen interest in financial services to join them as a trainee investment manager. Experience of investment ...
My client is a growing and established IFA organisation in London with an expanding private client division. They are seeking a trainee IFA to provide fee-based independent financial advice to an array of existing private clients. Responsibilities include: Develop and expand business from new and existing clients. To maintain and develop expertise in all aspects of financial planning to enable the role-holder to advise clients...
Exciting opportunity to develop a career in Financial Services Just Mortgages, the Financial Services Division of the Spicerhaart Group is looking for ambitious individuals to be part of our next generation of Mortgage & Protection Advisors. This exciting opportunity offers a chance to take part in the successful School of Excellence Programme an accredited and comprehensive twelve-week training programme supported by the ...
Exciting opportunity to develop a career in Financial Services Just Mortgages, the Financial Services Division of the Spicerhaart Group is looking for ambitious individuals to be part of our next generation of Mortgage & Protection Advisors. This exciting opportunity offers a chance to take part in the successful School of Excellence Programme an accredited and comprehensive twelve-week training programme supported by the ...
Organisation Description A respected and long established IFA practice in Preston is recruiting for Financial Planning Administrator / PA. They invite candidates with previous experience and a drive to make the role their own, whilst supporting the advisers with the running of the organisation. Salary on offer is £19,000 - £22,000 Job Description The dutie...
Candidates looking for a role where they can develop into an Adviser with a thriving company has become available with an established Professional services firm. The role is one that is unique as the goal for this position is for the candidate to join and grow with the firm. The role initially will deal with client reports, meeting clients, report writing and general paraplanning supporting duties. Candi...
This intensive, fast-track scheme will turn you from a newly graduated student into a highly paid, fully qualified wealth-management professional within just two years. As a Trainee Wealth Manager our focus will be on giving you hands-on experience of dealing with high-net-worth clients worldwide. This will involve you working one to one with a successful financial consultant, helping them address their clients financial issues,...
This intensive, fast-track scheme will turn you from a newly graduated student into a highly paid, fully qualified wealth-management professional within just two years. As a Trainee Wealth Manager our focus will be on giving you hands-on experience of dealing with high-net-worth clients worldwide. This will involve you working one to one with a successful financial consultant, helping them address their clients financial issues,...
This intensive, fast-track scheme will turn you from a newly graduated student into a highly paid, fully qualified wealth-management professional within just two years. As a Trainee Wealth Manager our focus will be on giving you hands-on experience of dealing with high-net-worth clients worldwide. This will involve you working one to one with a successful financial consultant, helping them address their clients financial issues,...
A Swindon based wealth management company with Chartered Financial Planner designation (the highest recognition for commitment to professionalism) require a Graduate to train as an Adviser and assist with succession planning.The company takes pride in its independence, investment process and innovative systems and have exciting plans for the future. This is a trainee position where the successful Graduate candidate will be involved ...
Trainee Financial Advisor Based - London Package: OTE 1ST YEAR £45K + 2ND YEAR £55K - £75K - The Company will look at taking people on with either an Employed Package with Basic Salary or Self Employed Package with an initial guarantee to support the advisor if wanting to look at self employed Are you: Fully Qualified FPC, CeFA or CF Qualification & Level 4 D...
My client is a growing and established IFA organisation in Huntingdon with an expanding private client division. They are seeking a trainee IFA to provide fee-based independent financial advice to an array of existing private clients. Responsibilities include: Develop and expand business from new and existing clients. To maintain and develop expertise in all aspects of financial planning to enable the role-hold...
4 jobs matching this search were posted in the last week
Growing their financial services department this large regional firm is well established with a strong foot print in the sussex area. They are well known for providing a base for development and progression of its staff. The individual will have a desire to progress and improve their standing within the firm, developing into a paraplanner in the future. Organised and enthusiastic with strong attention to detail. You will have...
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Date: 31 May
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Turkey,
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Salary negotiable
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20 applications
This intensive, fast-track scheme will turn you from a newly graduated student into a highly paid, fully qualified wealth-management professional within just two years. As a Trainee Wealth Manager our focus will be on giving you hands-on experience of dealing with high-net-worth clients worldwide. This will involve you working one to one with a successful financial consultant, helping them address their clients financial issues,...
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Date: 31 May
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Abu Dhabi,
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Salary negotiable
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46 applications
This intensive, fast-track scheme will turn you from a newly graduated student into a highly paid, fully qualified wealth-management professional within just two years. As a Trainee Wealth Manager our focus will be on giving you hands-on experience of dealing with high-net-worth clients worldwide. This will involve you working one to one with a successful financial consultant, helping them address their clients financial issues,...
An exciting opportunity exists to join this highly respected National Wealth Advisory firm working from their prestigious Leeds offices. Working on an employed basis you will service and develop an existing Client base and you will compliment this through conducting further proactive work to generate further business opportunities, you will benefit from first class administration and paraplanning support coupled with further personal...
Our advisors have the expertise and knowledge that gives clients the confidence to make the right choices for the future. By building a trusting relationship with each client and adopting a robust process of review and analysis, our advisers are able to make defined recommendations to suit individual needs. Ongoing advice is adapted to changing circumstances and requirements. This is backed by industry standard qualifications a...
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Date: 22 May
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Dubai,
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Salary negotiable
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100+ applications
This intensive, fast-track scheme will turn you from a newly graduated student into a highly paid, fully qualified wealth-management professional within just two years. As a Trainee Wealth Manager our focus will be on giving you hands-on experience of dealing with high-net-worth clients worldwide. This will involve you working one to one with a successful financial consultant, helping them address their clients financial issues,...
This intensive, fast-track scheme will turn you from a newly graduated student into a highly paid, fully qualified wealth-management professional within just two years. As a Trainee Wealth Manager our focus will be on giving you hands-on experience of dealing with high-net-worth clients worldwide. This will involve you working one to one with a successful financial consultant, helping them address their clients financial issues,...
Morris Jones Consulting Ref: T622195IBM Job Title: Trainee Independent Financial Adviser - Beaconsfield - Basic to £35,000 Salary: To £35,000 basic plus commission, OTE £55,000 Overview: An outstanding and rare opportunity for a diploma qualified Independent Financial Adviser or Financial Adviser or Paraplanner to join a well-established IFA firm l...
Our city centre based client is a leading IFA which offers a wide range of services customers. They are looking to recruit an additional member to their team to assist them within their busy office. KEY RESPONSIBILITIES Reception cover Meet and Greet clients and answer telephone Assisting with the mail General office and administration duties Assist the Employee Benefits...
Paraplanner/Pensions Administrator. This is a fantastic opportunity for an experienced Paraplanner to join a well established IFA. In the role you will work very closely with the Advisors, providing high level Technical support across all areas of the financial services industry (Pensions/Investments/Wills and Trusts) . You will also assist in the preparation for client meetings, creating and maintaining client records a...
A wealth management practice based in Hertfordshire seeks a Trainee IFA to join the team to have a career path ahead of them. This is a fantastic opportunity for an ambitious Trainee who would like to progress to a Chartered Adviser in due course. Initially candidates will work alongside the Director producing client reports, compiling research, meeting clients and be a report planner. A competitive salary wil...
Our client is looking for a trainee or experienced mortgage broker to join their Estate Agency chain in the Staines area You must have full CeMAP and a good sales track record but we are open minded to a non mortgage sales track record This is a commission only role but this will provide you with great broking experience and a genuine chance to earn £40000 + with full training from a leading independent company ...
