Trainee Financial Adviser - Reading- £40k - £50k + bonus - Manage a portion of £20m client bank

Junior Financial Adviser/Trainee Financial Adviser - Boutique IFA firm - Reading- £40k - £50k + bonus - Manage a portion of £20m client bank

Are you a customer facing Paraplanner or a Junior Financial Adviser with your level 4 diploma or perhaps 1 exam away and have ambitions to step into an Adviser role ASAP, are you looking to join an established boutique IFA firm looking to make the next step of your career move into Advising. Are you looking for cases to be provided rather than having to hunt for your own business?

My client is a wealth planning firm with its main office in Reading. They operate on a whole of market basis across: pensions, investments, tax planning, protections etc. with HNW retirees and families. They have grown the trust of their clients and grown organically via recommendation and referral across Berkshire, Hampshire and parts of Surrey and Buckinghamshire.

A brand new role has become available for a Trainee /Junior Adviser. This role will be suitable for an Paraplanner who has completed their diploma or is very close to completion and is looking for the next step. You could be a Trainee Adviser who is attending meetings or possibly you are a junior adviser who has been client facing for approximately 1 year and does their own paraplanning. You will be working in a very dynamic and forward-thinking team who all have a progressive mindset and want to achieve at the highest level and drive the business forward and get the most out of their careers. You can work remotely but the expectation will be that you come to office more once you have started your role then you can run your own affairs. Meetings are held away from the offices and your travel expenses will be covered.

The Directors are looking to offer circa £40k - £50k basic salary with a generous holiday allowance, a variety of attractive benefits and support to your Chartered status. They place a lot of emphasis on cultural fit, if a supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some fun along the way then this role will be perfect for you.

To learn more about the role please get in touch with a CV.