Trainee/ Junior Financial Adviser - diploma qualified
An award winning, chartered and steadily expanding Wealth Management firm are recruiting for a Trainee Financial Adviser/ Junior IFA with a view to acquiring existing clients in their Aberdeen office.
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 wanting to make the next step or industry professional.They may also consider someone very close to obtaining diploma currently working within an IFA in a role such as a paraplanner or an adviser wanting to move from a tied environment to whole of market with their support.
The company has grown over the past few years adding to their already impressive existing client portfolio. Their outstanding reputation along with 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 focussed and motivated invidiual with their diploma and client management experience to train up to be an adviser. Alternatively they could consider someone to smoothly transition to such a role perhaps from a tied environment to break out of a Corporate atmosphere and learn other products, or a paraplanner/diploma/near qualified individual to train. The Financial Planners are so busy that there are clients which need retained and looked after.
A competitive salary, benefits package, clients and OTE earnings is on offer in due course but all open to negotiations - company culture and team fit is paramount. To be considered for this genuinely excellent opportunity, please get in touch as soon as possible to discuss confidentially with Alison Curran.