Broadstone have an exciting opportunity for a Paraplanner/Trainee Financial Adviser to join their team.
Location: National
Who are we?
Broadstone is a thriving consultancy offering a wide range of services in pensions, investments, and employee benefits. Established in 1989, the business has grown from a small team to a workforce of around 850, brought together by a desire to provide a personal, expert service to all who put their faith in us.
Our values are at the heart of everything we do and drive us forward every day. We strive to attract, develop, and retain high quality talent to work together to provide the best possible client outcomes. Our team feel empowered to share ideas to continuously improve our business. The impressive results of both client and staff surveys are a source of great pride.
Broadstone are committed to building an inclusive working environment, valuing diversity, equity and inclusion based on age, background, disability, gender, gender identity, gender expression, race, religion or sexual orientation. Please let us know if you require reasonable adjustments.
We operate out of 13 regional hubs stretching from London to Glasgow.
Paraplanner/Trainee Financial Adviser – The Role:
An exciting opportunity for an experienced Paraplanner to provide high-quality, client-focused financial planning support, with a primary focus on paraplanning and the preparation of clear, suitable and compliant advice.
The role is designed for a candidate with strong paraplanning experience who is looking to develop into an adviser, or an individual who already has adviser experience and is comfortable operating in a joint role, with paraplanning as the main focus while gradually developing their own client bank.
