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Permanent

Trainee Financial Adviser

Sheffield
money-bag 40000.00-40000.00 Annual
3085433658
Posted 6 days ago

Trainee Financial Adviser - SheffieldALL CLIENTS PROVIDEDServicing role, perfect first advice roleFull training given and support to gain sign off with CASRetention and business quality-related bonusesSupport to gain chartered statusTempest Jones Consulting is thrilled to be working with a growing practice of Financial Planners in Sheffield as they embark on their search for an additional Financial Adviser.This business specialises in the provision of holistic financial planning covering retirement, savings and investments, protection and tax/estate planning, to individuals and owner managed businesses. This is an exciting opportunity to join an accomplished business during a period of significant growth.This is a Servicing role so would suit an experienced Financial Adviser or a Trainee Financial Adviser such as a Paraplanner looking to take on their first advice role.Trainee Financial Adviser - what will the role entail?We are seeking a Trainee Financial Adviser to join a dynamic and supportive team. The successful candidate will inherit a loyal client bank, providing advice across investments, pensions, IHT and protection on an ongoing basis.You will conduct a mixture of face to face, virtual and telephone appointments with clients throughout Yorkshire.Following meetings, you will have the support from a highly skilled administration team to free up your time to service your clients.This company offers full training to an experienced financial services professional such as

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