Trainee Financial Advisor

Are you an experienced paraplanner looking to transition to a Financial Advisor role?  We are seeking a dedicated Trainee Financial Advisor to work closely with our advisors, undergo paraplanning for clients, attend face-to-face meetings, and eventually transition into a Financial Advisor role. This is a permanent position with great benefits, offering a competitive salary of GBP 45,000 negotiable DOE. If you live in or around Cannock, this is the perfect opportunity for you!
Transition from experienced paraplanner to Trainee Financial Advisor
Work closely with the advisors, attending client meetings and building experience
Permanent role with GBP 45,000 salary, Preferred Requirements:
Experience as a paraplanner
Trainee Financial Advisor qualification
Level 4 qualified with a desire to become chartered (level 6)
Good understanding of Financial Advisory processes
Ability to work independently and collaboratively Preferred Qualifications:
Level 4 qualification in Financial Planning or equivalent
Demonstrated commitment to ongoing professional development in the financial services sector
Excellent communication and interpersonal skills