A bit about us and the role
Role: Permanent – Full Time Role – 8.30am start
Location: Bath Office, Upper Bristol Road
Salary: Up to £28,000 to start with
Established in 2000, Unividual is a family-run business with offices in Bath and London. We have 6 financial advisers (and growing) with a total team size of 20. Five years ago we set up our own in-house financial training institution called Unicademy. This is a space where ambitious individuals can enter the industry and either progress their careers in financial advice, people management or down a technical route. This retirement planning role falls under the Technical Route:
Retirement Planning Associate > Senior Retirement Planning Associate > Retirement Planning Executive
As part of this role you will study further qualifications through the CII: Pension Transfers (AF7), Retirement Income Planning (AF8) and Pension Income Options. This will be funded by Unividual.