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Client:
Location:
Fife, United Kingdom
Job Category:
Finance
EU work permit required:
Yes
Job Reference:
7c7a28026b6c
Job Views:
6
Posted:
03.03.2025
Expiry Date:
17.04.2025
Job Description:
An expanding Wealth Management firm is recruiting for a Trainee Financial Adviser or Junior/Associate Adviser with a view to acquire existing clients and, in due course, develop their client base.
This is an excellent opportunity for a driven and motivated diploma-qualified individual with industry experience to make the move to Financial Advice, gain their CAS status, and grow an existing client base - ideal for an experienced paraplanner or account manager wanting to make the next step. They may also consider someone very close to obtaining a diploma currently working within an IFA in a role such as a paraplanner or an adviser wanting to move from a tied environment with support.
The company has grown over the past few years, adding to their already impressive existing client portfolio. Their outstanding reputation, along with the quality of service provided, has ensured that the organisation has gone from strength to strength mainly due to referrals and enquiries.
With these changes, they seek an ambitious, client-focused, and motivated individual with their diploma and client management experience to train up to be an adviser. Alternatively, they may consider a smooth transition to such a role from a tied environment to break out of a corporate atmosphere and learn about other products, or ideally, an experienced paraplanner to go beyond reports.
They would offer support when making the move to such a role, with initial periods of up to a year if needed to learn the ropes if moving straight into advice with no experience before, as long as the desire is there. The Financial Planners are so busy that there are clients who need to be retained and looked after.
A competitive salary, clients, and OTE earnings are on offer, but all are open to negotiation.
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