Trainee Financial Advisor

2 weeks ago


London, United Kingdom Executive Recruitment LTD Full time

Due to recent growth, we are currently recruiting aspiring financial advisors to join one of the largest institutions in the UK.

We offer a bespoke service to high-net-worth individuals and institutions looking for a structured investment portfolio and retirement planning.

The work environment is open and collaborative, where employees are rewarded based on merit, performance, and contributions. In line with the philosophy of education, mentoring and training are available to employees with the objective of building rewarding,lifelong careers.

The role of the financial advisor
- Identifying customers needs and sales opportunities
- To call high net worth clients from a pre-qualified database and gain an understanding of their current investments and investment goals and present our recommendation to them.
- Approach new clients with recommendations; provide a comprehensive summary of the market and then close
- Arrange meetings for high net worth clients to meet with the Private Client Directors

Benefits you will receive as their Trainee financial advisor:

- Working from a comprehensive database
- Uncapped and leading commission structure
- There will be continuous training available

The ideal Trainee financial advisor
- Educated to a degree level
- An excellent phone manner and strong communication skills are essential
- A very self motivated, positive and extremely target driven character
- A confident, professional and engaging personality
- A strong desire to succeed in sales, in order to achieve excellent earnings and career progression
- A willingness and ability to listen and learn quickly

The company is committed to training and investment in their staff - you will be given the tools to succeed, and you will if you have the drive and tenacity to do so



  • London, United Kingdom deverellsmith Full time

    My client are a leading regulated UK Financial Advice Firm who are planning to grow considerably in 2023. They are looking to hire ambitious trainees to go through their extensive training programme. please note that all applicants must have the relevantqualifications. **How my client will support you**: They will provide bespoke support, to smooth your...

  • Trainee Paraplanner

    2 days ago


    City of London, United Kingdom Premier Jobs UK Limited Full time

    This Trainee Paraplanner job in London provides the opportunity for you to expand your knowledge and skills as a Paraplanner As a Trainee Paraplanner, you will be supporting their Chartered Financial Advisor to provide high quality, compliant financial planning. Following the factfind meeting being undertaken, the Financial Advisor will handover the notes...


  • West London, United Kingdom Premier Jobs UK Limited Full time

    Are you looking for a job as a Trainee Mortgage Advisor? This first class training provides you 6 figure earnings opportunity within your second year! The business receives 2,000+ HNW, top leads per month which are shared across their team of 50+ Mortgage Advisors Their Mortgage Advisor team deal with 700+ mortgages per month, making them a top producer!!...

  • Trainee Accountant

    19 hours ago


    London, United Kingdom Give A Grad A Go Full time

    A competitive graduate starting salary of £30,000 - Study support - 5-10 days off per exam - Lovely Regent Street based offices **Company profile - Accountancy Firm** In this Trainee Accountant role, you will be joining a boutique accountancy firm that helps provide independent financial consulting and corporate management services in London. They work...

  • Financial Advisor

    2 weeks ago


    London, United Kingdom Premier Jobs UK Limited Full time

    This home based Financial Advisor job provides a continuous flow of leads and referrals for you to build a significant client bank You will benefit from access to a highly successful, nationwide mortgage brokerage with over 500 Mortgage Advisors, who are incentivised to refer you financial planning leads! There will be no pressure put on you to...

  • Financial Advisor

    6 days ago


    London, United Kingdom Premier Jobs UK Full time

    This home based Financial Advisor job provides a continuous flow of leads and referrals for you to build a significant client bank You will benefit from access to a highly successful, nationwide mortgage brokerage with over 500 Mortgage Advisors, who are incentivised to refer you financial planning leads! There will be no pressure put on you to...

  • Financial Advisor

    3 days ago


    London, United Kingdom Financial Divisions (City) LLP Full time

    My client is a high-end Investment Group who are currently experiencing an exciting period of rapid growth and are looking to add another Wealth Manager/Financial Adviser to their Wealth Management team. The firm offer a highly ethical, independent, and fully holistic offering to their HNW and UHNW City professional with investable assets of £1m+. The role...

  • Trainee Accountant

    6 days ago


    London, United Kingdom Mazars Full time

    **Overview of the Accounting and Outsourcing service line** Our Accounting and Outsourcing team works to support our clients to better run their finance functions, understand their financial position and performance, and to ensure they are compliant with changing accounting and tax legislation. With the relentlesspace of technology change you will need be...

  • Financial Advisor

    2 weeks ago


    London, United Kingdom Quilter Financial Advisers Full time

    Job Description Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers spread across the UK, including...

  • Financial Advisor

    5 days ago


    London, United Kingdom Premier Jobs UK Limited Full time

    This employed Financial Advisor job provides you with first-class access to HNW and UHNW clients to develop an enviable client bank. Their clientele includes business owners and senior managers ranging from SMEs to listed companies. Once you are established,the business would have a long term aim for you to be writing £300k gross pa. This exciting position...


  • London, United Kingdom Career Legal Full time

    My client, a top tier, leading law firm located in the heart of the City, has a fantastic opportunity for a talented Graduate Recruitment Advisor to join the firm’s Trainee Recruitment and Development team on a permanent basis. The Graduate Recruitment Advisor will manage the end to end recruitment process for their early careers programmes.Managing ...


  • London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Services London 01/02/2024 Type of Position: Trainee Financial Adviser - London Pay: £20k - £26k **Trainee Financial Adviser - London**: **Responsibilities**: - Attend Client Meetings with Senior Advisers - Manage Action Points from Client Meetings - Business Submission - Carry Forward, Annual Allowance, Lifetime Allowance Calculations -...


  • London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Services London 26/07/2023 Type of Position: Trainee Financial Adviser - London Pay: £22k - £26k **Trainee Financial Adviser - London**: **Responsibilities**: - Attend Client Meetings with Senior Advisers - Manage Action Points from Client Meetings - Business Submission - Carry Forward, Annual Allowance, Lifetime Allowance Calculations -...


  • London, United Kingdom Financial Divisions Full time

    **Position leading to IFA Administration Manager’s role** We have an opportunity for an experienced IFA Administrator who is interested in working towards their diploma in financial planning working towards becoming an administration manager. This boutique IFA practice based in London offers a comfortable workingenvironment in their new offices where you...

  • Financial Advisor

    Found in: Talent UK 2A C2 - 2 weeks ago


    Greater London, United Kingdom Quilter Financial Advisers Full time

    Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern...

  • Financial Advisor

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    Greater London, United Kingdom Quilter Financial Advisers Full time

    Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern...

  • Trainee Parts Advisor

    2 weeks ago


    London, United Kingdom Pybus Recruitment Full time

    £29,000 - DOE + Funding towards NVQ Qualification Location: London, SE28 Salary: £29,000 – DOE Working Hours: Monday to Friday, 8:30-17:00, Full Time, Permanent We are currently looking for a Trainee Parts Advisor to become a valuable member of a well-established and friendly Accident Repair Centre in London. Responsibilities of a Trainee...

  • Financial Advisor

    2 days ago


    London, United Kingdom Reuben Sinclair Full time

    **Job type**: - Permanent**Emp type**: - Full-time**Industry**: Banking & Financial Services **Salary type**: - Annual**Salary from**: - GBP £45,000.00**Salary to**: - GBP £55,000.00**Location**: - London, UK**Job published**: - 25/07/2023**Job ID**: - 37438**About The Financial Investment Company** This market leader in precious metal...

  • Financial Adviser

    2 weeks ago


    London, United Kingdom Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISOR page is loaded SUN LIFE FINANCIAL ADVISOR Apply locations Surrey, British Columbia time type Full time posted on Posted 18 Days Ago job requisition id JR00034432 You are as unique as your background, experience and point of view. You'll work with dynamic colleagues - experts in their fields - who are eager to share their...


  • London, United Kingdom Aether Financial Full time

    **Our client, a leading firm of chartered accountants based in Central London are looking to recruit a Trainee Accountant.** The firm will provide you with study support towards the ACA qualification, including full funding for tuition fees, course materials and exam sittings. You will participate in auditing a broad range of clients from sectors, which...