• Function:
    Openwork Network

  • The opportunity

  • This is an employed role, with flexible working available in and out of their Dereham office, 40 minutes from Norwich city centre.


    What's in it for you:

    • Basic salary of £35,000
    • Full client bank ready to be worked on
    • Onsite training
    • Career development
    • Hybrid working options
    • Administrative support available
    • A flexible hybrid working arrange to suit you
    • 23 days annual leave + Bank holidays

     

    Established in 2001, The David Hewson Practice Ltd are a company who strive to grow and continually improve services, attracting specialist consultants within their field who hold the same values as they do. They are looking for a Trainee Financial Adviser to join their team based in Norfolk.

    As part of their next growth chapter, they are on the hunt for someone to service their growing client bank, provide excellent financial advice and make a positive change to client’s lives.

  • What will you need to succeed?

  • If you are qualified and wanting to move into advice, if you’re a qualified paraplanner ready to make the move into advising. This is the role for you

     

    As a Trainee Financial adviser, you will be providing regulated financial advice across investments, pension, protection, IHT & Estate planning. 

    You must be/have

    • Fully qualified to provide Financial advice - Level 4 Diploma (DipFA / DipPFS / equivalent) qualified is essential
    • Have between 1 to 2 years’ experience in Financial Advice in both pensions and investments
    • Have experience in Financial services and understand the adviser client journey
    • Excellent communication skills both written and verbal
    • Excellent rapport and relationship building skills
    • Excellent organisation skills

     

  • Why us?

  • The David Hewson Practice Ltd is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves
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