Servicing Existing clients, Mentoring Available Offices near Hemel Hempstead (Hertfordshire)Hybrid working offeredSalary: Up to £45,000 (DOE)& Study Support & BonusesAre you passionate about helping people secure their financial future? Looking to take your first step into a rewarding and dynamic career in financial planning?We’re looking for an ambitious and driven Trainee Financial Advisor to join our clients growing team. This is a fantastic opportunity to learn from experienced professionals, build your knowledge of financial products and regulations, and work towards becoming a fully qualified Financial Advisor.My client are a wealth planning firm with offices in Hitchin who offer financial advice to HNW retirees, accumulators, local families and SME owners based across the Home Counties, Surrey, Sussex, Kent and Hertfordshire . In their current setup they manage the affairs of 500+ clients assets ranging from £100k - £1m+. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning.They do have mortgage/protection advisers inhouse who deal with more transactional advice but generate lots of internal referrals. They have very longstanding relations stretching back many years.You will ideally be Level 4 Diploma in Regulated Financial Planning or 1 or 2 papers away from qualifying.You will:Shadow experienced advisors and support the advice process from start to finishBuild strong relationships with clients, understanding their needs and goalsAssist in preparing suitability reports, client reviews, and investment recommendationsProgress through yourLearn how to manage and grow a client portfolio ethically and compliantlyIf this role sounds of interest or any other roles I am working on please get in touch with Sam at Financial Divisions.
Back to searchJunior Financial Advisor, Offices near Hemel Hempstead, Hybrid, Up to £45,000 (DOE)
Financial Divisions
Posted 15 days ago, valid for 5 days
Hemel Hempstead, Hertfordshire HP11AB, England
Full Time
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Sonic Summary
- The position is for a Trainee Financial Advisor located near Hemel Hempstead, Hertfordshire, offering hybrid working options.
- The salary for this role is up to £45,000, depending on experience, along with study support and bonuses.
- Candidates should ideally hold a Level 4 Diploma in Regulated Financial Planning or be close to qualifying.
- The role involves servicing existing clients, mentoring, and learning from experienced advisors while managing a diverse client portfolio.
- This opportunity is ideal for those passionate about financial planning and looking to start a rewarding career in the industry.
