TRAINEE FINANCIAL ADVISER - Central London, Level 4 Diploma Essential, C £45,000 + Bonus + Clients

TRAINEE FINANCIAL ADVISER – Central London

Level 4 Diploma Essential

C £45,000 + Bonus + Clients provided

The Opportunity:

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• Join a growing, fully independent financial planning firm managing £200m of client assets, with AUM increasing by around £50m each year.
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• Advise a high-net-worth client base, including UK-based US nationals and affluent UK clients.
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• Work across pensions, investments, protection, inheritance tax and estate planning, alongside specialist international and cross-border financial planning, including QROPS (Qualifying Recognised Overseas Pension Schemes).
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• Average client portfolio of around £800k
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• Benefit from a strong introducer network generating high-quality referrals from law firms, accountancy practices, tax advisers and FX Brokers.
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• Receive full administrative and paraplanning support, allowing you to focus on developing as an adviser.
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• Clients, leads and referrals provided.
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About you:

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• Level 4 Diploma in Regulated Financial Planning.
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• Looking to move into a Financial Adviser role.
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• Wealth management experience is beneficial but not essential.
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• Open to career changers with the right attitude and qualifications.
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• Confident, personable and comfortable building relationships with high-net-worth clients.
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• Ambitious and looking to build a successful long-term career in financial planning.
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Please, send your CV to Jim at Financial Divisions.