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Trainee Financial Adviser

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £30000 - £45000 per annum, Benefits: Holidays, Pension, Bonus

  • Contact:

    Helen Spriggs

  • Contact email:


  • Contact phone:


  • Job ref:


  • Published:

    about 1 year ago

  • Duration:


  • Expiry date:


  • Startdate:


  • Consultant:


Trainee Financial Adviser Lancashire - Salary dependent upon experience + Benefits including Bonus

Are you a Paraplanner looking for your next career move?
Would you like to be on the route to becoming a Financial Adviser?
Would you like to be part of a small and friendly team who are looking to expand?

Then this could be a great future opportunity for you.
BWD are pleased to be recruiting in partnership with a very well established and successful Financial Services practice in the Lancashire area.

This is a fantastic opportunity to join a firm who are very successful in what they do, and have a great number of clients that need servicing.
If you are a Paraplanner looking to go down the trainee Financial Adviser route, then this role would be perfect.

You would start out initially as a Paraplanner, and be given the opportunity to deal with clients directly and face to face
Eventually these clients will become your own, and you will service them from an Advisory perspective.
You will have an opportunity to join a team, who are hardworking and professional.
Starting out as a Paraplanner, you will look to develop within the organisation over 12 / 18 months to move into a Financial Advisor role.

In order to apply you will need to have:

Previous experience as a Paraplanner within a Financial Service Provider.
The drive and initiative to become a Financial Adviser
Be well presented, professional with excellent communication skills

In order to find out more please contact Helen Spriggs on 0113 4260775 or email your cv to apply.a33wmm7qnu@bwd-search.aptrack.co