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Trainee Financial Adviser

Recruit UK are working on an excellent opportunity for a Trainee Financial Adviser in Wolverhampton to join a well-established wealth management firm. You will be joining a well-established UK firm. This is an excellent opportunity to assist with ongoing servicing of clients from an existing client bank and get client facing experience. This position would suit an experienced paraplanner or junior financial adviser wanting to progress into a Financial Advice position at a leading company dealing with an abundance of clients. You will be based in their Wolverhampton office and your role will be to provide ongoing quality servicing and relationship building for existing clients of the current adviser. Managing client meetings, completing first meetings and fact finds and relaying the details back to the office and processing the details. It's an excellent opportunity that will provide you with the first step into the advice industry and develop as a quality adviser. What's in it for you:...

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Website uk.whatjobs.com
Ad Id26884333
CategoryAccounting
PostedMarch 26, 2020
Expiry April 25, 2020
Status FILLED
Details New, Commercial Seller
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