Trainee Financial Advisor - Financial Services - Macclesfield

Are you a Trainee Financial Advisor looking for new opportunities in Macclesfield?

Great, CV Screen is recruiting for a well established Financial Service provider (IFA). You’ll be joining a small friendly team who are expanding. You’ll be conducting relevant research across financial products and identify suitable solutions.

You’ll be joining this growing team who have a relaxed culture to their working procedures. They do not operate a work wear policy so staff are able to wear dress down unless attending off site meetings etc..

A salary of up to £30,000 is on offer depending on experience. Working on a Monday to Friday basis, 9:00 - 17:00.

Starting as a Paraplanner, you’ll look to develop within the organisation over 12 / 18 months to move into a Financial Advisor role.

CV Screen is recruiting for a Paraplanner / Trainee Financial Advisor, for a small friendly Financial Service provider (IFA) who has been established for 10 years.

Required Skills / Responsibilities:

  • Previous experience as a Paraplanner within a Financial Service Provider.
  • Excellent communication skills
  • Highly organised and able to exercise initiative
  • Able to work in a team environment

Who will suit this role?
This is an excellent opportunity for an experienced Paraplanner / Trainee Financial Advisor looking to join an expanding company that strive to enhance their staff, so if you’re looking to become a Financial Advisor within 12 / 18 months please apply today.

To £30,000 depending on experience.          

Macclesfield, Cheshire
Commutable from Northwich, Warrington, Crewe, Stockport, and Manchester

To Apply:
Please send your CV to in strict confidence.

CV Screen is the Recruitment Agency managing this vacancy.

Job ref: 12914_MS1

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