Trainee Financial Adviser

Posted 30 March by Exchange Street Financial Services
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You’ve cracked it as a mortgage adviser or business development manager. Earning good money and highly thought of. But you are restless. You're casting envious glances at the financial planning community. Thinking, I can do that.

And you can. You have the core skills and you’ve passed the Level 4 Diploma in Financial Planning off your own back.

But how many firms give you the chance to make the transition? After all, you need a financial package. You need access to clients. And you need the support of a business to maximise your potential.

This award-winning business delivers on all fronts.

Apply and you’ll get the chance to speak with someone who can give you a clear insight into the business. Invite you on events where the focus is on you and what you will get from the relationship. Not the other way around.

An open, transparent business. One that will enable you to make an informed decision about your future. And when that future can include succession planning, it’s a bright one indeed.

There are employed and self-employed (but with 6-12 months of funding) options available. And in some instances, the chance of equity participation.

Get in touch. You will be pleasantly surprised.

Click apply. Send us a CV or a way of contacting you.

Required skills

  • Business Development
  • Financial Planning

Reference: 39669297

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