Junior Financial Adviser - no clients needed

Recruiter
Framsearch
Location
London
Salary
Salary to £35k
Posted
24 Mar 2017
Closes
21 Apr 2017
Ref
SR17-392
Contract Type
Permanent
Hours
Full Time

This is a great opportunity to join a respected financial planning firm based in Central London. The firm DOESN’T REQUIRE SOMEONE TO BRING CLIENTS. The firm works with high net worth individuals and advises on all aspects of wealth, including investments. The firm is independent, provides high quality services such as cashflow modelling, and has an excellent operational team. Supporting a senior Financial Planner the role will involve:

  • Contacting potential new clients
  • Making sure suitable recommendations are made
  • Maintaining all documentation

This is an excellent environment for a nearly or recently qualified planner to build a career, and to learn about financial planning. You will work closely with an experienced adviser and will attend client meetings.

We are keen to speak to applicants who are nearly, or have recently passed RDR level 4, and who want to train to be an independent financial planner. Ideally applicants will be a graduate.