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Trainee Financial Advisor
2 weeks ago
Job Title:
Trainee Financial AdvisernLocation:
100% Remote within the United KingdomnContract Type:
Self-Employed
In order to be eligible to apply you
must
meet the following requirements:
nYou must hold a CII Diploma in Regulated Financial Planning (or equivalent) OR have started your studies towards completionnBe currently residing in the UK, with full, indefinite rights to work herenBe able to and motivated to work self employed from stage 2 onwards (as below)
We are looking to hire several Trainee Financial Advisers to join an exceptional national Wealth firm within the UK. This is an excellent opportunity for those looking to enter the world of Wealth & Financial Planning.
You can either join with the following:
nYou do not have a CII Diploma in Regulated Financial Planning in full, but are currently studying towards itnYou're newly qualified in CII Diploma in Regulated Financial Planning and now ready to gain experience to become an Adviser
Why join:
nNo previous financial services experience necessarynFully supported through qualificationsnContinue to work your current job/ attend other studies, whilst studying your CII Diploma in Regulated Financial PlanningnAccess to Clients to help build your portfolionAbility to run your own business or join one of the firm's existing teams as a self-employed Adviser
What the Academy involves:
nStage months (part-time)- study and complete CII Diploma in Regulated Financial PlanningnStage 2- 1 month (full-time)- Financial Adviser Foundation Programme (for those who already have their CII Diploma)nStage 3- 6+ months (full-time)- Competent Adviser StatusnStage 4- 12 months (full-time) Supported journey as a new AdvisernBeyond Stage 4, you'll continue to benefit from our ongoing support
What does a Financial Adviser do?nUnderstanding Client's needs whilst building a rapport, reviewing their financial circumstances and discussing future goals future goals.
How to apply?nClick apply on LinkedIn or send your CV to
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