Trainee Adviser Role - Bristol

Posted 8 May by Recruit UK

We are working with a boutique IFA firm just on the outskirts of Bristol who are now actively looking to recruit a Trainee Financial Adviser to sit alongside the Paraplanner and Director of the firm.

As this is a small firm you will be working closely with the existing paraplanner and will be involved with all administration and paraplanning duties. Once you are confident and up to speed, you will be given the opportunity to sit in on client meetings and will then eventually be passed existing clients of the business.

The ideal candidate will have started to sit their financial services exams and have experience of working with pensions and investments. This would suit candidates who are working as senior IFA Administrators, Paraplanners or helpdesk consultants.

This is a fantastic opportunity for someone who wants to make a successful career within financial planning.

For more information on this role please contact Louise Bibb on 01179-170416. Quote reference 11975

Application question

Do you have experience of working with pensions and investments?

Reference: 33682438

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