£32000 - £40000 per annum
Eden Scotts client, a Wealth Management firm dealing with HNW clients, are looking to add a Trainee Advisor to their awardwinning team in order to provide a full financial planning service. This exciting opportunity to work in their busy office has arisen due to company growth and development in their Glasgow office.
This client requires the successful candidate to have experience working in a support role of either paraplanning level or senior administrator who is looking to progress into advice. Ideally you will have achieved your diploma or working towards it. Experience in report writing is desirable.
Main responsibilities for a trainee advisor will include:
Undertaking regular factfinding and presentations Providing excellent client service to your growing client bank Contacting leads supplied in an agreed timescale with line management and provide feedback Construct reports ensuring all information is correct
An excellent opportunity for a candidate with the right experience, please do not hesitate to get in touch!
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Eden Scott is a specialist within Financial Services recruitment including positions within large Wealth Management or Financial Planning organisations to small consultancies.
Posted 10 days ago