A new opportunity has been created for driven individuals to join our established graduate program at one of the UK’s largest and most dynamic Chartered Wealth Management Houses, at their offices in Doxford International Business Park.
The successful applicant must be a strong and confident communicator with an interest in the financial advice sector.
The individual should have an appreciation, and preferably experience, of offering high quality service to consumers and should be prepared to commit to a comprehensive schedule of CPD to further support this.
Whilst the firm will support the successful applicant through to Chartered status both practically and financially, the individual will need to be prepared to study outside of working hours and apply themselves to our proven progression plan.
First 6 months - Trainee financial adviser
• You will spend time understanding each of the key business units within the group.
• Manage adviser platform subscriptions and handle inbound enquiries from prospective clients.
• Arrange qualified wealth, mortgage and protection appointments for advisers across the country.
* Build and manage relationships with advisers and introducers.
6-18 Months - Trainee financial adviser
• Complete modules R01, R05 and R03 modules.
• Manage adviser platform subscriptions and handle inbound enquiries from prospective clients.
• Arrange qualified appointmen...