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Trainee Financial Advisor

1 month ago

Newcastle upon Tyne, United Kingdom Reed Full time
Trainee Financial Adviser
  • 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.
Required Skills & Qualifications:
  • 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.
Benefits:
  • 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.

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