Non Qualified Financial Advisor (Support to Qualified Advisor)

Non Qualified Financial Advisor (Support to Qualified Advisor)

£25,000 – £35,000 + Hybrid or Remote + Progression + Pension + Negotiable Holiday + Bonus + Other Company Benefits

Penrith, Cumbria, commutable from Carlisle, Kendal, Darlington, Whiethaven, Barrow in Furness, Morecambe

Are you an aspiring Financial Advisor looking to gain your qualifications in a tight knit Financial Services company known for looking after their staff which will offer you support in acquiring further qualifications, hybrid or remote working, excellent bonus schemes and negotiable holiday?

On offer is the opportunity to join a client focused St James’s Place associate who pride themselves on their bespoke approach to financial advice. They are going through a period of organic growth and are looking for a paraplanner to bolster their team.

Your role will involve client support, Financial analysis, Research, Admin tasks and Professional development. There is uncapped progression in this role and within the business. The will also support you with gaining any exams you may want to sit.

This role would suit an aspiring Financial Advisor looking to join a tight knit business that will offer you a hybrid or remote role with a generous bonus, negotiable holiday and the opportunity to become a technical expert.

THE ROLE:
* Preparing reports detailing the consultant’s recommendations for the client
* Conducting research
* General paraplanning
* Hybrid or Remote
* 9-5 Monday to Friday

THE PERSON:
* Basic Financial Advisor knowledge
* Working towards being a qualified FA at any level
* Commutable to Penrith

Reference number: BBBH11757C

Key words: Paraplanner, finance, consultant, paraplanner, advisor, hybrid, senior finance, Penrith, Cumbria, Carlisle, Kendal, Darlington, Whiethaven, Barrow in Furness, Morecambe

If you are interested in this role, click ‘apply now’ to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

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