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Junior Financial Advisor

Posted 8 days ago

  • Swindon, Wiltshire
  • Any
  • External
  • Expires In 3 months
This employed, Junior Financial Advisor job in Royal Wootton Bassett provides opportunity to a Diploma qualified individual looking to advance their career as a Financial Adviser.
You will be provided with some clients upon joining to takeover their ongoing servicing. The business is a highly professional, wealth management firm, therefore there will be a range of advice needs.
You should look to identify new opportunities and generate referrals to grow the client book. In addition, the business will provide you with some leads. Any self-generation is always beneficial.
Junior Financial Advisor Requirements
You should hold full Level 4 Diploma in Financial Planning or equivalent
This will likely suit a newly experienced Financial Advisor keen to continue developing their career
You should be within 30 minutes of their office in Royal Wootton Bassett
The Company
A highly professional Wealth Management practice with a loyal team of Financial Advisors and support staff. The business continues to grow and work closely together.
Junior Financial Advisor Benefits
Salary of £40,000 plus attractive bonus structure
Plus, mileage reimbursement, 25 days holiday + Bank Holidays and auto-enrolment pension
Working hours of 9am
5pm with flexibility (TOIL) to work evenings and weekends to meet needs of clients
Flexibility to work from home or their office in Royal Wootton Bassett
Supportive team environment with opportunity to share positive ideas between fellow Financial Advisors
Plus, the business owner offers the opportunity for the right individuals to buy into the business
Locations
Royal Wootton Bassett
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