Trainee Adviser / Inherited Client Bank

Trainee Adviser / Inherited Client Bank

Job Title: Trainee Adviser / Inherited Client Bank
Contract Type: Permanent
Location: West Sussex, England
Salary: Up to £45000.00 per annum + commission
Start Date: asap
Reference: BBBH5658_1554910157
Contact Name: Financial Services
Contact Email:
Job Published: April 10, 2019 16:29

Job Description

We are recruiting for another super opportunity that is working within a HNW IFA. We are recruiting for a Junior Adviser / Trainee Adviser

This role is a truly amazing opportunity to inherit a 100% of a book of business from the current firm and then opportunities bring on new clients once you are up to speed with the processes etc.
Ideally we are looking for a Junior or Trainee adviser, preferably someone that has come up via a para planning. This role to start with will consist of a mixture of advising and shadowing the Directors on client appointments, with also working on complex Paraplanning projects to bulk out the working week whilst training.
The book of clients to pass over will be an orderly handover over 9 - 12 months period, you will be released more clients the following year and so on, and there is a share of the new work that comes in via recommendations from the existing client bank.

We all tend to share the new clients between us all that come in the office.

In summary we want someone who: Is DipPFS and working towards Chartered or already Chartered
Technically sound, especially in pensions and investment markets
Excited by the use of cashflow modelling software
Looking for a long term career where there are management opportunities.

We are looking to speak to potential candidates over the phone and review CVS asap. Please can you apply on the Dynamite Recruitment website or call Chloe on 02392 455422

Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.