Trainee Financial Advisor

Updated: June 14, 2024 11:10 AM GMT

Integro Partners

Cannock

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... More Detail