Trainee Adviser

3 weeks ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom EGRecruiting Ltd Full time
Candidate Requirements:
  • A driven, motivated individual who is looking for a career change
  • Someone willing to complete their R0 exams and achieve DipPFS
    Benefits:

    Pension and PMI

    Role:

    Are you keen to develop your career in Financial Services and become a Financial Adviser?Whether you are Diploma qualified, studying your R0's, or looking for a career change, our client located near Newcastle-upon-Tyne, has an opportunity for you. Both employed and self-employed options are available.You'll be provided with:
    • Full training
    • Full back-office support with paraplanning, marketing, client servicing
    • Supportive team of Advisers within the business
    • Some clients however, the expectation and ability to generate your own clients is essential
    • Depending on the individual, an opportunity to purchase a stake within the business in the future
    • Once qualified, self-employed package is 75/25 split in the advisers favour, on all fees written
    • Once qualified, employed option includes a base salary and additional bonus on anything above their target
    • Target for advisers, expectations of (Y1 40k) (Y2, 80k) (Y3 120k)
    • Receive (but do not own) 50% ongoing advice fees of any business written in the previous year, in the current year
    • 25% - 75% of ongoing advice fees owned by adviser after 5 year period

    Know someone who the above job would be a perfect fit for?

    REFER THEM receive £250 when they start in their new role


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