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Trainee Financial Adviser - Green Park Wealth Management - London

Contabilidad y Finanzas

hace 6 horas153 vistas

18 month trainee financial adviser role within Green Park WM, including funded professional qualifications.
The role will entail for the first 18 months

  • Administration & diary management
  • Client communication & query handling
  • System & compliance management
  • Technical support
  • Workflow optimisation.
  • Support will be given to help with the completion of the CII exams.
  • Start date of 1st August 2026.
  • Target start date of the 1st Feb 2028 to join the SJP Adviser academy for 2 months, joining in term 2 and fine tuning skills to become an adviser
  • Upon qualification Green Park WM and St. James’s Place will appoint you as an adviser with the target date of 1st February 2028.
  • Once appointed and SJP academy complete, you will then embarking upon the Green Park WM adviser training, including monthly 121 and weekly adviser training.
  • Experiencia
    No se requiere
  • Idiomas
    Inglés – Avanzado
  • Jornada
    Completa
  • Salario
    28.500 £ – 32.000 £ anual

pin iconLombard Street, EC3V 9BQ, London

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Asesor/a Financiero/aLondon

Wealth Management company providing tailored financial advice to individuals and families. • 1-10 empleados

En JOB TODAY desde septiembre, 2024

A growing business looking for dynamic individuals to help it provide the highest level of service to its clients.

Richard H. avatar icon
Richard H.Activo hace 3 horas
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