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Junior Financial Adviser, Paraplanner, Scottish Borders
Client:
Location:
Scottish Borders, United Kingdom
Job Category:
Finance
EU Work Permit Required:
Yes
Job Reference:
a52d3f629c96
Job Views:
7
Posted:
03.03.2025
Expiry Date:
17.04.2025
Job Description:
An expanding financial planning firm based in the Scottish Borders is recruiting for a Trainee Financial Adviser or Junior/Associate Adviser with a view to acquiring existing clients and, in due course, developing 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. This role is ideal for an experienced paraplanner or account manager wanting to take 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. They operate on a hybrid working arrangement for all their staff.
The company has grown, adding to their already impressive existing client portfolio. Their outstanding reputation, along with the quality of service provided, has ensured that the organization 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 are looking for someone to smoothly transition to such a role, perhaps 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 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 which need to be retained and looked after.
A competitive salary, benefits package, clients, and OTE earnings are on offer, but all are open to negotiations.
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