![Reed](https://media.trabajo.org/img/noimg.jpg)
Trainee Financial Advisor
1 month ago
- Job Type: Full-time, Permanent (Part Remote)
- Location: Newcastle / Hybrid
- Salary: Negotiable, £30-£32k once Competent Adviser Status is achieved, plus bonus. OTE - £45k
The ideal candidate will provide expert financial advice, develop personalised financial plans, and possess excellent organisational skills. This role offers part-remote working flexibility, allowing for an effective balance between professional and personal life.
Day to Day of the role:- Conduct in-depth consultations with clients to understand their financial goals and circumstances.
- Develop and maintain long-term relationships with clients, providing ongoing support and advice.
- Deliver tailored financial advice across various products, including investments, pensions, insurance, and estate planning.
- Analyse clients’ financial status and create comprehensive plans to meet their objectives.
- Keep abreast of financial markets and trends to offer current advice and strategies.
- Regularly review client portfolios and adjust plans as needed.
- Ensure all financial advice adheres to regulatory standards and company policies.
- Maintain precise records of client interactions and financial transactions.
- Generate and present detailed reports to clients on financial plans, performance, and recommendations.
- Seek new client acquisition opportunities and engage in networking and promotional events.
- Work with the marketing team to develop and execute business development strategies.
- Bachelor’s degree in finance, economics, accounting, or related field is desirable.
- Minimum Level 4 Financial Advice diploma, CII or LIBF.
- Experience as a Financial Adviser or similar role is preferred.
- Proven ability to provide high-quality financial advice and build client relationships.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Proficient in financial planning software and tools.
- Capable of working independently and collaboratively.
- High level of integrity and professionalism.
- Strong organisational skills.
- Competitive salary with bonus opportunities.
- Flexible part-remote working arrangement.
- Opportunities for professional development and growth.
- Supportive team environment.
To apply for this Financial Adviser position, please submit your CV and we will be in touch asap to discuss further.
We have other current jobs related to this field that you can find below
-
Sales and Marketing Trainee
3 months ago
Newcastle upon Tyne, United Kingdom Switch Advisor Ltd Full time**About us** Switch Advisor Ltd is a small business in Newcastle upon Tyne. We are collaborative, customer-centric and supportive. Our work environment includes: - Modern office setting - On-the-job training - Casual work attire - Regular social events **Position**: We are looking for self-motivated individuals who are looking for a career with growth...
-
Financial Advisor
3 months ago
Newcastle upon Tyne, United Kingdom Idex Full timeIDEX Consulting are working with one of the most reputable and established firms in Newcastle, assisting their advisory arm to recruit a Financial Advisor into their growing team. Due to a continued influx of clients, this is a newly created opportunity to add to an existing team of Financial Advisors who demonstrate longevity and progression within the...
-
Financial Advisor
3 months ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Idex Full timeIDEX Consulting are working with one of the most reputable and established firms in Newcastle, assisting their advisory arm to recruit a Financial Advisor into their growing team.Due to a continued influx of clients, this is a newly created opportunity to add to an existing team of Financial Advisors who demonstrate longevity and progression within the...
-
Financial Advisor
2 months ago
Newcastle upon Tyne, United Kingdom Idex Full timeIDEX Consulting are working with one of the most reputable and established firms in Newcastle, assisting their advisory arm to recruit a Financial Advisor into their growing team.Due to a continued influx of clients, this is a newly created opportunity to add to an existing team of Financial Advisors who demonstrate longevity and progression within the...
-
Marketing Trainee
2 months ago
Newcastle upon Tyne, United Kingdom Switch Advisor Ltd Full time**About us** Switch Advisor Ltd is a small business in Newcastle upon Tyne. We are professional, collaborative and supportive. Our work environment includes: - Modern office setting - Relaxed atmosphere - International workforce - Growth opportunities **Marketing Assistant** We are looking for a Marketing Trainee to join our team and help us with our...
-
Marketing Trainee
2 months ago
Newcastle upon Tyne, United Kingdom Switch Advisor Ltd Full time**About us** Switch Advisor Ltd is a small business in Newcastle upon Tyne. We are professional, collaborative and supportive. Our work environment includes: - Modern office setting - Relaxed atmosphere - International workforce - Growth opportunities **Marketing Assistant** We are looking for a Marketing Trainee to join our team and help us with our...
-
Sales and Marketing Trainee
2 months ago
Newcastle upon Tyne, United Kingdom Switch Advisor Partners Full time**About us** Switch Advisor Partners is a small business in Newcastle upon Tyne. We are professional, customer-centric and data-driven. Our work environment includes: - Modern office setting - On-the-job training - Casual work attire Sales and Marketing Trainee Full-time (Monday-Friday) **Duties**: - Learn about the company's products and services,...
-
Sales and Marketing Trainee
2 months ago
Newcastle upon Tyne, United Kingdom Switch Advisor Partners Full time**About us** Switch Advisor Partners is a small business in Newcastle upon Tyne. We are professional, customer-centric and data-driven. Our work environment includes: - Modern office setting - On-the-job training - Casual work attire Sales and Marketing Trainee **Duties**: - Learn about the company's products and services, particularly in the...
-
Trainee Financial Advisor
4 weeks ago
Newcastle Upon Tyne, United Kingdom Reed Full timeTrainee Financial Adviser Job Type: Full-time, Permanent (Part Remote)Location: Newcastle / HybridSalary: Negotiable, £30-£32k once Competent Adviser Status is achieved, plus bonus. OTE - £45k The ideal candidate will provide expert financial advice, develop personalised financial plans, and possess excellent organisational skills. This role offers...
-
Trainee Aftersales Advisor in Newcastle
3 months ago
Newcastle upon Tyne, United Kingdom Ingenia Resourcing & Recruitment Limited Full timeDo you have experience in a customer service advisor role? Are you looking for a move? If so, here is a great opportunity for you. A Trainee Aftersales Advisor is required for an independent dealership. You will be required to: - handle customer enquiries - book customers in - keep customers informed of progress/delays - communicate between departments -...
-
Financial Advisor
2 months ago
Newcastle upon Tyne, United Kingdom The Benefact Group Full time**Working hours**:35 hours per week, Monday to Friday **Duration**:Permanent **Location**: Newcastle **About the role***: We are seeking a talented and motivated Financial Advisor to contribute to the growth and success of Lycetts. As a Financial Advisor, you will play a crucial role in expanding our client base, delivering exceptional client service, and...
-
Financial Advisor
2 months ago
Newcastle upon Tyne, United Kingdom True Potential LLP Full timeTrue Potential are a market leader providing wealth management advise in pensions and investments. With over 15+ years’ experience, we are an award-winning business working with 20% of the UK's Financial Advisors. We have created an inclusive and empowered culture where innovation, creativity, agility, and leadership are rewarded. By using technology to...
-
Trainee Property Sales Advisor
2 months ago
Newcastle upon Tyne, United Kingdom NRG Full time**Job Details**: - **Posted**: about 5 hours ago - **Location**: Newcastle upon Tyne, Tyne and Wear - **Job Type**: Permanent - **Salary**: 21000 - **Discipline**: Administration & Support - **Function**: Administrator - **Job Ref**: 38008 **About the role**: A professional services business, with national reach, are looking to recruit a Trainee Property...
-
Bodyshop Advisor/trainee Estimator in Newcastle
2 months ago
Newcastle upon Tyne, United Kingdom Ingenia Resourcing & Recruitment Limited Full timeOur client is a franchised dealer bodyshop who are currently looking to recruit a Bodyshop Advisor/Trainee Estimator. So if you have experience of service or bodyshop reception, and are looking for a brand new opportunity, then you need to keep reading. In this job, you will be required to: - Handle customer enquiries. - Book customers in. - Produce job...
-
Car Bodyshop Advisor/trainee Estimator in Newcastle
3 months ago
Newcastle upon Tyne, United Kingdom Ingenia Resourcing & Recruitment Limited Full timeOur client is a franchised dealer bodyshop who are currently looking to recruit a Bodyshop Advisor/Trainee Estimator. So if you have experience of service or bodyshop reception, and are looking for a brand new opportunity, then you need to keep reading. In this job, you will be required to: - Handle customer enquiries. - Book customers in. - Produce job...
-
Senior Mortgage Advisor
2 weeks ago
Newcastle upon Tyne, United Kingdom Quilter Financial Planning Full timeOne of our highly successful and leading businesses, AXE Capital FS Ltd are currently seeking Self-Employed Experienced Mortgage & Protection Adviser / Sales Manager to join their team. The company provides a range of services including Mortgage Planning, Protection Advice and Insurance to numerous clients. The company takes great pride in their brand with...
-
Aspiring Financial Advisor
3 months ago
Newcastle upon Tyne, United Kingdom Old Mutual Full timeLet's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Advisor We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is...
-
Trainee Accountant
2 months ago
Newcastle upon Tyne, United Kingdom LSL Property Services Full timeJob Locations: UK-Newcastle upon Tyne Job Profile: LSL are one of the largest providers of services to mortgage intermediaries and franchised estate agencies and provide valuation services to many of the UK’s largest mortgage lenders. We have an exciting opportunity for a Trainee Accountant to join our Franchised Estate Agency Finance team and play a...
-
Trainee Accountant
2 months ago
Newcastle upon Tyne, United Kingdom Your Move Estate Agents Full timeJob Profile: LSL are one of the largest providers of services to mortgage intermediaries and franchised estate agencies and provide valuation services to many of the UK’s largest mortgage lenders. We have an exciting opportunity for a Trainee Accountant to join our Franchised Estate Agency Finance team and play a crucial role in supporting the department....
-
Trainee Accountant
3 months ago
Newcastle upon Tyne, United Kingdom North East Ambulance Service NHS Foundation Trust Full timePermanent full time position - 37.5 hrs per week Base: HQ Newburn /Agile Band 3 Afc - £22816 - £24336 We are looking for an enthusiastic Trainee Accountant to come and join our restructured and ambitious Financial Management Team. As a team we believe in providing an excellent service to our fantastic frontline and support services, and the patients we...