We have other current jobs related to this field that you can find below
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Financial Adviser
2 months ago
Banstead, United Kingdom Recruit UK Full time**Job Title**: Financial Adviser **Location**:South London (remote) **Salary**: £37,000 - £40,000 + generous bonus **Job reference**: 7689 Recruit UK are working on an excellent opportunity for a Financial Adviser to join an Independent Financial Advice practice on a remote basis, in the South London area. This independent and directly authorised...
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Trainee Pharmacy Dispenser
3 months ago
Banstead, United Kingdom Boots Full timeJob Reference: 202116BR Banstead, 85-87 High Street Fixed Term Part-time **The hourly rate for this role is £10.42, and up to £11.95 across selected locations within London. The hourly rate will increase after 6 months in role.** No previous experience is required, and full training will be provided. **The importance of your role.** Fantastic...
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Trainee Pharmacy Dispenser
2 months ago
Banstead, United Kingdom Boots Full timeSummary Job Reference: - 229773BR Banstead, 85-87 High Street Fixed Term 37.5 hours per week **The hourly rate for this role is £12.00 and up to £13.15 across selected locations within London. The hourly rate will increase after 6 months in role.** No previous experience is required, and full training will be provided. **The importance of your...
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Dental Nurse
1 month ago
Banstead, United Kingdom Bupa Dental Care Full timeDental Nurse - Banstead, SM7 1BT Mon-Fri full time Experienced trainees welcome to apply! - Your GDC registration, DBS check and professional indemnity are all covered by Bupa Dental Care - A family feel, with the security and stability that comes with being part of Bupa - Industry-leading benefits (read more on them below) As a at Bupa,...
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Dental Nurse
3 weeks ago
Banstead, United Kingdom Bupa Dental Care Full time**Dental Nurse - Banstead, SM7 1BT****Mon-Fri full time****Experienced trainees welcome to apply!****- Your GDC registration, DBS check and professional indemnity are allcovered by Bupa Dental Care ****- A family feel, with the security and stability that comes with beingpart of Bupa ****- Industry-leading benefits (read more on them below)**As a **(Dental...
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Dental Nurse
2 weeks ago
Banstead, United Kingdom Bupa Dental Care Full time**Dental Nurse - Banstead, SM7 1BT****Mon-Fri full time****Experienced trainees welcome to apply!****- Your GDC registration, DBS check and professional indemnity are allcovered by Bupa Dental Care ****- A family feel, with the security and stability that comes with beingpart of Bupa ****- Industry-leading benefits (read more on them below)**As a **[Dental...
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Dental Nurse
4 weeks ago
Banstead, United Kingdom Bupa Dental Care Full timeDental Nurse - Banstead, SM7 1BT Mon-Fri full time Experienced trainees welcome to apply! - Your GDC registration, DBS check and professional indemnity are all covered by Bupa Dental Care - A family feel, with the security and stability that comes with being part of Bupa- Industry-leading benefits (read more on them below) As a Dental Nurse at Bupa,...
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Dental Nurse
4 weeks ago
Banstead, United Kingdom Bupa Dental Care Full timeDental Nurse - Banstead, SM7 1BTMon-Fri full timeExperienced trainees welcome to apply!- Your GDC registration, DBS check and professional indemnity are all covered by Bupa Dental Care - A family feel, with the security and stability that comes with being part of Bupa- Industry-leading benefits (read more on them below)As a Dental Nurse at Bupa, you’ll...
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Dental Nurse
4 weeks ago
Banstead, United Kingdom Bupa Dental Care Full timeDental Nurse - Banstead, SM7 1BT Mon-Fri full time Experienced trainees welcome to apply! - Your GDC registration, DBS check and professional indemnity are all covered by Bupa Dental Care - A family feel, with the security and stability that comes with being part of Bupa- Industry-leading benefits (read more on them below) As a Dental Nurse at Bupa,...
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Dental Nurse
4 weeks ago
Banstead, United Kingdom Bupa Dental Care Full timeDental Nurse - Banstead, SM7 1BT Mon-Fri full time Experienced trainees welcome to apply! - Your GDC registration, DBS check and professional indemnity are all covered by Bupa Dental Care - A family feel, with the security and stability that comes with being part of Bupa- Industry-leading benefits (read more on them below) As a Dental Nurse at Bupa,...
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Dental Nurse
1 month ago
Banstead, United Kingdom Bupa Dental Care Full timeDental Nurse - Banstead, SM7 1BT Mon-Fri full time Experienced trainees welcome to apply! - Your GDC registration, DBS check and professional indemnity are all covered by Bupa Dental Care - A family feel, with the security and stability that comes with being part of Bupa- Industry-leading benefits (read more on them below) As a Dental Nurse at Bupa,...
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Dental Nurse
4 weeks ago
Banstead, United Kingdom Bupa Dental Care Full timeDental Nurse - Banstead, SM7 1BT Mon-Fri full time Experienced trainees welcome to apply! - Your GDC registration, DBS check and professional indemnity are all covered by Bupa Dental Care - A family feel, with the security and stability that comes with being part of Bupa- Industry-leading benefits (read more on them below) As a Dental Nurse at Bupa, you'll...
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Dental Nurse
4 weeks ago
Banstead, Surrey, SM7 1BT, Tadworth, United Kingdom Bupa Dental Care Full timeDental Nurse - Banstead, SM7 1BT Mon-Fri full time Experienced trainees welcome to apply! - Your GDC registration, DBS check and professional indemnity are all covered by Bupa Dental Care - A family feel, with the security and stability that comes with being part of Bupa- Industry-leading benefits (read more on them below) As a Dental Nurse at Bupa, you’ll...
Trainee Financial Adviser
2 months ago
Package Details:
The successful candidate will receive a salary of up to £45,000 Per Annum.
This is a 2/3 year programme with support and examinations to reach the fully qualified IFA status.
Remuneration related to sales will also be provided for Trainee IFAs once they start engaging with clients.
Other benefits include:
- Study support towards relevant industry exams
- Company pension
- On-site parking
- Bonus scheme
- Private health insurance
- There is a large client base and significant assets under management
- OTE £45,000+ once sales related work starts
- 25 days annual leave plus bank holidays
Purpose of the role:
This role is offering the rare chance to train to become a fully qualified Financial Adviser. With learning support and on the job experience, you are in control of how quickly you could be working as an Adviser. You would work alongside 3 very experienced advisers and a trainee with a mentor programme in place. There is no need to travel to see clients, as all face-to-face meetings can be held in our fully equipped meeting rooms.
Duties and Responsibilities:
Your duties will include but not be limited to:
- Shadowing financial advisers
- Working closely with the administration team to help gather policy information
- Help with projects: for example, Mifid annual reviews, other client campaigns, annual portfolio rebalances
- Help Advisers writing reports: e.g. Annual review letters, client suitability report
- General admin support
- Speaking directly to clients and carrying out client reviews
- Relationship building
- Generating and converting opportunities into business
The Ideal Employee:
Relevant Skills/Experience
- Must have been studying for exams towards being an IFA/or fully qualified
- May already have some financial services industry experience and wants to move on (e.g. paraplanner or advisor support)
- Degree holder
- Good with excel, word etc
- Keen to quickly work through the ranks by working hard
- Good communication skills: phone, face to face, and written
- Demonstrate initiative
- Entrepreneurial
- Hold a driving license
- Team player
- Experience with back-office systems such as X-Plan or similar, FE Analytics, Cashcalc and provider platforms
- Strong technical knowledge around pensions, investments and IHT planning
- Relevant examinations
- Sales experience
Experience required: At least 1-year financial services experience.
Qualifications required: Must have been studying for exams towards being an IFA/or fully qualified. (Level 4 qualified)
