UA-185291695-1 Associate Adviser, Jobs, 205

Associate Adviser

Trainee Financial Planner - Chester, North West England

Ref: 205Monday 18 October 2021

£30,000 - £40,000

We are looking for associate advisers who aspire to become a leading financial adviser and thrive on making a positive impact on people’s lives.

 

You will be working with a team of highly experienced Advisers out of the Chester office 2 days week depending on appointments etc.

 

You will be working with an IFA firm that has the support structure in place as well as Leads for you to go after. The firm has currently £10Billion Assets Under Management and is recognised as a leading business within the Independent Financial Advice marker.

 

Responsibilities:  

 

You will work closely with an experienced adviser and our professional development and training team to further enhance your skills

 

You will be responsible for generating business by networking, responding to incoming enquiries, arranging client meetings, conducting comprehensive fact finds and presenting the most

appropriate financial advice for your clients.

 

Your clients will be people who are looking to plan in order to secure their financial futures and who will benefit from your expert advice.

 

Skills:

Diploma Level 4 qualified as a minimum

We will consider Paraplanners and people who have worked in a Wealth Management environment who have a good understanding of Pensions and Investments.