Trainee Financial Adviser

3 weeks ago


Manchester, United Kingdom Exchange Street Claims ltd Full time

The time, the cost, the missed social events. This business is hiring a trainee financial planner. You'll start off providing 1-1s for members of sizeable company pension schemes. You'll be building your soft skills from day one, meeting employees from a variety of backgrounds. But within that there will be those looking to consolidate pensions. There'll be those with more complex financial planning needs. You'll increase your earnings from the get-go too as you'll get bonus on ALL financial planning cases you write.
There's no validation so you get bonus on all financial planning work.
And there's a decent benefits package too including 26 days holiday, a monthly gym membership contribution and team events. Whilst a Manchester firm you'll spend time at the offices of your clients plus working from home.
You'll have experience as an administrator/paraplanner in a financial planning firm. Or you'll be a newly qualified adviser looking for a lot more support and structure.
It will take time to develop your client base and your soft skills so you will be realistic and keen to invest in yourself for the long-term.


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