Current jobs related to Trainee Financial Adviser - Worcester - Recruit UK | Certified B Corp™

  • Financial Adviser

    5 months ago

    Worcester, United Kingdom Jigsaw Recruitment Full time

    **Financial Adviser: Home based position covering Worcester, West Midlands£45,000 to £85,000 with excellent benefits that include a company car** Jigsaw Recruitment is pleased to be working with this leading name within the Financial Services industry. Our client is looking to recruit additional Financial Advisers to their ever expanding sales team. This...

  • Financial Adviser

    4 months ago

    Worcester, United Kingdom Capio Recruitment Full time

    **Financial Adviser** **Worcester** **£40,000-£90,000 + Bonus** **The Company** Capio Recruitment is working with an award-winning wealth management business who are known for providing industry leading services. Alongside being an Independent Firm, this company operates a client first approach, and looking for advisers who carry a similar ethos. The...

  • Independent Financial Adviser

    2 weeks ago

    Worcester, United Kingdom CV-Library Full time

    Independent Financial Adviser - Worcestershire At AFH, as we grow, we’re looking for an experienced financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals and...

  • Financial Advisor Trainee

    1 month ago

    Worcester, United Kingdom Freedom Recruitment Capital Full time

    Financial Advisor TraineeWe are seeking a dedicated and ambitious individual to join our team as a Financial Advisor Trainee. This role is ideal for an experienced Paraplanner who is Level 4 qualified and is looking to take the next step in their career.About the RoleThis is an exciting opportunity to work closely with our Director, providing comprehensive...

  • Financial Advisor Trainee

    1 month ago

    Worcester, United Kingdom Freedom Recruitment Capital Full time

    Financial Advisor TraineeWe are seeking a dedicated and ambitious individual to join our team as a Financial Advisor Trainee. This role is ideal for an experienced Paraplanner who is Level 4 qualified and is looking to take the next step in their career.About the RoleThis is an exciting opportunity to work closely with our Director, providing comprehensive...

  • Financial Analyst Trainee

    2 weeks ago

    Worcester, Worcestershire, United Kingdom Cy Resourcing Full time

    As a Financial Analyst Trainee at Cy Resourcing, you will work within the Management Accounts team, providing information, guidance, and support to budget holders on managing their income and expenditure. The role offers a hybrid work arrangement and an attractive benefits package.Key Responsibilities:Prepare and distribute monthly management information...

  • Independent Financial Adviser

    2 weeks ago

    Worcester, Worcestershire, United Kingdom AFH Wealth Management Full time

    Independent Financial Adviser - Worcestershire At AFH, as we grow, we’re looking for an experienced financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals and...

  • Financial Sales Adviser

    5 months ago

    Worcester, United Kingdom Jigsaw Recruitment Full time

    **Financial Sales Adviser - Covering Worcester, West Midlands : £25,000 to £45,000: Company Car, Laptop, Mobile and excellent benefits package** Jigsaw Recruitment are recruiting self motivated and target individuals to join our clients growing sales team, this position would be covering Worcester **Sales Adviser Role**: Reporting to the area manager you...

  • Independent Financial Adviser

    2 weeks ago

    Worcester, Worcestershire, United Kingdom AFH Wealth Management Full time

    Independent Financial Adviser - Worcestershire At AFH, as we grow, we’re looking for an experienced financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals and...

  • Financial Advisor Trainee

    1 month ago

    Worcester, United Kingdom Freedom Recruitment Capital Full time

    About the RoleWe are seeking a dedicated and ambitious Trainee Financial Advisor to join our team at Freedom Recruitment Capital. This role is ideal for an experienced Paraplanner who is Level 4 qualified and is looking to take the next step in their career.Key ResponsibilitiesProvide comprehensive support to the Director, handling paraplanning duties...

  • Financial Advisor Trainee

    1 month ago

    Worcester, United Kingdom Freedom Recruitment Capital Full time

    About the RoleWe are seeking a dedicated and ambitious Trainee Financial Advisor to join our team at Freedom Recruitment Capital. This role is ideal for an experienced Paraplanner who is Level 4 qualified and is looking to take the next step in their career.Key ResponsibilitiesProvide comprehensive support to the Director, handling paraplanning duties...

  • Financial Advisor Trainee

    2 months ago

    Worcester, United Kingdom Freedom Recruitment Capital Full time

    About the RoleWe are seeking a dedicated and ambitious Trainee Financial Advisor to support our Director in providing comprehensive support while training to become a fully qualified Financial Advisor.Key ResponsibilitiesParaplanning Support: Work as the Director's primary Paraplanner, handling all paraplanning duties including research, report writing, and...

  • Financial Advisor Trainee

    2 months ago

    Worcester, United Kingdom Freedom Recruitment Capital Full time

    About the RoleWe are seeking a dedicated and ambitious Trainee Financial Advisor to support our Director in providing comprehensive support while training to become a fully qualified Financial Advisor.Key ResponsibilitiesParaplanning Support: Work as the Director's primary Paraplanner, handling all paraplanning duties including research, report writing, and...

  • Mortgage Advisor Trainee

    4 weeks ago

    Worcester, Worcestershire, United Kingdom Connells Full time

    Unlock Your Potential as a Mortgage AdvisorWe are seeking a highly motivated and qualified CeMAP professional to join our Estate Agency team as a Trainee Mortgage Advisor. As a key member of our mortgage services team, you will play a vital role in delivering exceptional client care and service, helping individuals find the perfect mortgage solution for...

  • Mortgage Advisor Trainee

    4 weeks ago

    Worcester, Worcestershire, United Kingdom Connells Full time

    Unlock Your Potential as a Mortgage AdvisorWe are seeking a highly motivated and qualified CeMAP professional to join our Estate Agency team as a Trainee Mortgage Advisor. As a key member of our mortgage services team, you will play a vital role in delivering exceptional client care and service, helping individuals find the perfect mortgage solution for...

  • Mortgage Advisor Trainee

    1 month ago

    Worcester, Worcestershire, United Kingdom Connells Full time

    About the RoleWe are seeking a highly motivated and ambitious Trainee Mortgage Advisor to join our team at Connells Group. As a Trainee Mortgage Advisor, you will play a key role in providing expert advice and guidance to our clients on a range of mortgage products and services.Key ResponsibilitiesProvide expert advice to clients on mortgage products and...

  • Mortgage Advisor Trainee

    1 month ago

    Worcester, Worcestershire, United Kingdom Connells Full time

    About the RoleWe are seeking a highly motivated and ambitious Trainee Mortgage Advisor to join our team at Connells Group. As a Trainee Mortgage Advisor, you will play a key role in providing expert advice and guidance to our clients on a range of mortgage products and services.Key ResponsibilitiesProvide expert advice to clients on mortgage products and...

  • Mortgage Advisor Trainee

    1 month ago

    Worcester, Worcestershire, United Kingdom Connells Full time

    About the RoleWe are seeking a highly motivated and ambitious Trainee Mortgage Advisor to join our team at Connells Group. As a Trainee Mortgage Advisor, you will play a key role in providing expert advice and guidance to our clients on a range of mortgage products and services.Key ResponsibilitiesProvide expert advice to clients on mortgage products and...

  • Mortgage Advisor Trainee

    1 month ago

    Worcester, Worcestershire, United Kingdom Connells Full time

    About the RoleWe are seeking a highly motivated and ambitious Trainee Mortgage Advisor to join our team at Connells Group. As a Trainee Mortgage Advisor, you will play a key role in providing expert advice and guidance to our clients on a range of mortgage products and services.Key ResponsibilitiesProvide expert advice to clients on mortgage products and...

  • Mortgage Advisor Trainee

    2 months ago

    Worcester, Worcestershire, United Kingdom Connells Full time

    About the RoleWe are seeking a highly motivated and ambitious Trainee Mortgage Advisor to join our team at Connells Group. As a Trainee Mortgage Advisor, you will play a key role in providing expert advice and guidance to our clients on a range of mortgage products and services.Key ResponsibilitiesProvide expert advice to clients on mortgage products and...

Trainee Financial Adviser

2 months ago

Worcester, United Kingdom Recruit UK | Certified B Corp™ Full time

Job Title: Trainee Financial Adviser

Industry: Financial Services

Location: Worcester

Salary: up to £45,000 (negotiable dependent on experience and qualifications)

Job reference: 9222


Job Description:

Recruit UK are recruiting for Trainee Fonancial Adviser role in Worcester. This is a fantastic opportunity that will offer you ongoing training with an experienced adviser. It’s a chance for you to shadow an experience adviser, get an understanding of the advice process and how she services her clients. With the view once you are fully trained and signed off, to inherit a number of her clients as your own and service them.


This role will offer you the chance to gain quality client facing experience.


This position would suit an experienced paraplanner or junior financial adviser wanting to progress into a Financial Advice position long term at a successful and reputable local company. You will be based in their Worcester office. Your role will be to shadow Lindsey and develop your advice skills, sit in on client meetings, taking notes and following up on the advice process after client meetings.


With the view in the long run once you are fully trained, to provide ongoing quality advice, servicing and building relationships with existing clients of the current adviser. You will be allocated these clients from the existing adviser for you to manage over time.

This role is an excellent opportunity that will provide you with the first step into the advice industry as a trainee financial adviser and develop as a quality adviser.


What’s in it for you:

· Basic salary up to £45,000 (increase negotiable dependent on skills, qualifications and experience)

· Offices in the centre of Worcester

· Allocated clients to service

· Generous bonus scheme

· 25 days holiday plus bank holidays

· Flexible working (home or office or client meetings) dependent on your working week, once fully traine

· DIS

· Auto enrolment pension


Skills and experience required:

· Working in a financial planning firm either as back office support or as a junior adviser

· Those seeking a step into financial advice and a long-term career move

· Level 4 Diploma (or near completion)

· Excellent communication skills, both verbal and literate

· Relationship building skills