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Trainee Private Client Adviser

Newcastle, Staffordshire
Job Type
1 Sep 2022
I am recruiting for a Trainee Private Client Adviser to join a well established wealth management company. This is a permanent position that is full time based in Newcastle Under Lyme. You will be apart of a fantastic team that has been in business since 1982. Main Purpose of the Role:• This trainee role starts with learning and having a strong understanding of the Technical Support Administration and Paraplanning roles• To assist the Head of Private Clients and other Adviser colleagues in the execution of the advisory processes. Note that within this role, a Trainee Adviser will not be providing any financial advice to clients until they have passed the relevant exams and have been signed off as competent by Compliance in accordance with the Courtiers T&C regime• To understand the role of a Private Client Adviser at Courtiers including systems and controls and procedural knowledge• To take relevant exams over the course of a 2-year period with a view to establishing competence as a Private Client Adviser (different exam route will be specific for each candidate) You will receive an excellent benefits package, along with the genuine possibility of career progression. For more information, please apply now to see the full job description and have a confidential discussion regarding this role. If you would like to know how we will store and process your data, please visit The Recruitment Groups home page to read our GDPR Data Protection Statement
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  • Job Reference: 701341100-2
  • Date Posted: 1 September 2022
  • Recruiter: The Recruitment Group
    The Recruitment Group
  • Location: Newcastle, Staffordshire
  • Salary: On Application
  • Sector: Legal
  • Job Type: Permanent