September 13, 2019


Lees Wealth Management are a locally based financial advice firm with offices in Elgin and Forres. Due to a recent growth in business we are looking to take on a Trainee Financial Advisor as a Modern Apprentice in Forres.


We firmly believe that university is not for everyone and that you can have a fantastic career working with a local business.


Full training will be given from learning the behind the scenes administration and planning, preparation for client meetings, analysis of funds, client solutions and ultimately offering face to face advice.


This is a programme that will take the successful candidate on a 4 year journey to becoming a fully qualified Financial Advisor. You will be mentored by our team of highly qualified professionals at every stage.


Initially the role will be administration based and duties will include letter writing, answering and making telephone calls, file management and meeting and greeting clients. This will develop into working on preparation for client meetings and report writing, observing face to face client meetings and studying for internal and external exams. As qualifications, ability and experience allows you will then complete your level 4 diploma in Financial Advice allowing you to give regulated financial advice.


If you are self-motivated, a good communicator, focused and eager to learn then your future could be with Lees Wealth Management...


CLOSING DATE: 30th September 2019


To apply please send your cv to:

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