This is a Servicing role so would suit an experienced Financial Advisor or a Trainee Financial Advisor such as a Paraplanner looking to take on their first advice role.
This company offers full training to an experienced financial services professional such as a paraplanner with the level 4 Diploma, looking to take their first step into a client facing advising role. You will be given all the support you require to gain competent adviser status and a full client bank.
We are seeking a Trainee Financial Advisor to join a dynamic and supportive team. The successful candidate will inherit a loyal client bank, providing advice across investments, pensions, IHT and protection on an ongoing basis. You will conduct a mixture of face to face, virtual and telephone appointments with clients throughout Yorkshire. Following meetings, you will have the support from a highly skilled administration team to free up your time to service your clients.