Trainee Financial Adviser Edinburgh

Pertemps Scotland
Edinburgh, Midlothian
20000 - 22000
07 Dec 2018
Contract Type
Full Time
Pertemps Specialist Division working collaboratively with a well-established, prestigious, and ambitious Independent Financial Advisory firm in the central Edinburgh area on an exclusive basis, to add to their expanding team. The client is a IFA firm of chartered financial planners, providing advice and service to both individual clients and businesses within the fileds of investments, financial planning, pension planning and property funding.

Initially starting within a junior administration role, you will be working closely with the financial planners and technical support staff, in order to gain relevant experience and the opportunity to gain your level 4 DipFA qualification, in order to progress into a financial advisory role in the future. This role would suit an ambitious and career driven individual who has strong knowledge and experience within financial services.

Skills You will Have:
  • Proven experience in financial services administration, with direct IFA experience being desirable.
  • Previous experience working with and supporting financial advisors/paraplanners.
  • Experience/knowledge of investments, asset management, pensions, insurance, mortgages.
  • Strong knowledge of financial services products.
  • Strong Client service work ethic.

If you are interested in this fantastic career development opportunity, apply now, for your chance to kickstart your new career in 2019.