Trainee Financial Adviser

24 hours ago


Southport, United Kingdom Recruit UK Full time

**Job Title**: Trainee Financial Adviser

**Industry**: Financial Planning

**Location**:Southport

**Salary**: £28,000

**Job Reference**:7502

**Job Description: Trainee Financial Adviser**

**Are you looking for the opportunity to step into a financial adviser role?**

Recruit UK is working on an excellent opportunity for a trainee financial adviser to join a well-established, independent, wealth management firm based in Southport.

The firm in question is passionate about making financial planning accessible to everyone. They add real value to their clients’ lives, by allowing people to live their authentic lifestyles without financial worries.

As a trainee financial adviser, you will go through a comprehensive training programme to allow you to reach your potential as an established adviser. There is no need to be fearful about taking this next step in your career - you will receive full support until you feel confident in your new role

**Benefits: Trainee Financial Adviser**
- Starting salary at £28,000
- Excellent continued earning potential
- Lead support
- Opportunity to earn regular bonus (OTE £50k+)
- Comprehensive training programme and continued support
- Opportunity to learn from successful financial advisers
- Social team, with company events throughout the year
- Chance to join a firm with a community focus
- Not a target-driven environment

**Skills and experience required: Trainee Financial Adviser**
- Holds the Level 4 Diploma in Regulated Financial Planning (or close to achieving this)
- Motivated, driven individual with the desire to succeed within the role
- Previous experience in financial planning (desirable but not essential)
- Previous experience in a sales or customer-facing environment

**Job Types**: Full-time, Permanent

**Salary**: From £28,000.00 per year

**Benefits**:

- Additional leave
- Company events
- Company pension
- Flexitime
- Free parking
- Life insurance
- On-site parking
- Private medical insurance
- Sick pay
- Work from home

Schedule:

- Flexitime
- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Performance bonus

Work Location: Hybrid remote in Southport

Reference ID: 7502


  • Financial Adviser

    7 months ago


    Southport, United Kingdom Ortus PSR Full time

    Exciting Opportunity: Associate Adviser Position with Growth Potential Are you ready to launch your career in the dynamic world of Financial Planning? Our esteemed client is seeking talented and ambitious individuals to join their team as Associate Advisers. As an Associate Adviser, you will receive comprehensive training and support to develop your skills...


  • Southport, United Kingdom Hays Specialist Recruitment Limited Full time

    Financial Adviser (Employed): Client Bank Provided: c£45k - £50k : Southport **Your new company** Due to continued growth, an excellent opportunity has arisen within a progressive firm of IFAs for a Financial Adviser. to work with existing clients and the firm's professional connections with accountancy practices, **Your new role** Employed role providing...


  • Southport, United Kingdom GCB Agency Recruitment Full time

    Our client is an established independent Mortgage and Protection Brokerage based in **Southport**, providing exceptional service to clients across the Northwest. They are linked with one of the North West’s most successful independent estate agencies. Due to their expanding business, they require an additional **Mortgage and Protection Adviser** to...


  • Southport, United Kingdom Ortus PSR Full time

    An award-winning Chartered independent financial planning practice in Southport, who prides themselves on providing excellent client service through long term financial planning, are looking to hire an experienced Administrator to support the Financial Advisers and Paraplanners. They are currently seeking a Technical Administrator to join their team. This...


  • Southport, United Kingdom Ortus PSR Full time

    This is an excellent opportunity at a bespoke financial planning firm, based in the heart of Southport. Due to an extremely fruitful period of business, they are now looking to expand by adding a new member to the Financial Planning team. **The Opportunity** The opportunity here is for a Financial Adviser, with a professional and level-headed approach to...


  • Southport, United Kingdom Ortus PSR Full time

    **Employed Financial Planner** **Location: Southport** **Salary: £27,000 - £35,000 + OTE** This is an excellent opportunity at a bespoke financial planning firm, based in the heart of Southport. Due to an extremely fruitful period of business, they are now looking to expand by adding a new member to the Financial Planning team. **The Opportunity** The...


  • Southport, United Kingdom Boots Full time

    Summary Job Reference: - 229504BR Southport, Central Shopping Park Fixed Term 10.5 hours per week **The hourly rate for this role is £12.00 and up to £13.15 across selected locations within London. The hourly rate will increase after 6 months in role.** No previous experience is required, and full training will be provided. **The importance of your...


  • Southport, United Kingdom Boots Full time

    Summary Job Reference: - 227594BR Southport, Central Shopping Park Fixed Term 5 hours per week **The hourly rate for this role is £12.00 and up to £13.15 across selected locations within London. The hourly rate will increase after 6 months in role.** No previous experience is required, and full training will be provided. **The importance of your...


  • Southport, United Kingdom Boots Full time

    Summary Job Reference: - 224686BR Southport, Chapel Street Permanent 13.5 hours per week **The hourly rate for this role is £10.42, and up to £10.95 across selected locations within London. The hourly rate will increase after 6 months in role.** No previous experience is required, and full training will be provided. **The importance of your...


  • Southport, United Kingdom Millwood Administration Group Full time

    **Wealth Administrator** **Birkdale, Southport** This role as a Wealth Administrator is to provide comprehensive administration support, working closely with the operations manager and financial advisers in order to ensure that all day to day administration tasks are carried out. As an administrator you will organise and coordinate the administration...


  • Southport, United Kingdom The Ardonagh Group Full time

    Office Based, Structured Flex or Home Working available - Paymentshield is the leading provider of insurance products to mortgage advisers. Founded in 1992 and based beside the sea in sunny Southport, we have developed five flexible products: Home Insurance, Landlord’s Insurance, Incomeshield, Mortgage Protector and Rent Protection, all designed around the...


  • Southport, United Kingdom HC-One Limited Full time

    Calling all people who are kind, caring and want to make a difference by joining our team of Key Workers: your community needs you! We need people to rally together and join our teams to support society’s most vulnerable during these unprecedented timesand beyond. As a Senior Care Assistant / Trainee Nursing Assistant at HC-One, you will be a role model...


  • Southport, Sefton, United Kingdom Ferguson Dean Full time

    Company OverviewWe are Ferguson Dean, a leading Wealth Management practice acquiring retiring client portfolios. Our focus is on providing exceptional support to our clients and their financial goals.Job SummaryThe successful candidate will provide technical support to an Adviser whose firm has been acquired by our practice. This role involves comprehensive...


  • Southport, Sefton, United Kingdom Ferguson Dean Full time

    A prestigious Wealth Management firm, Ferguson Dean, in Southport is seeking a skilled Financial Planning Professional to enhance their team. With a focus on High Net Worth and Ultra High Net Worth clients, the ideal candidate will have experience with prominent systems such as Investment Operations and Dynamic Planner. Although training will be provided for...

  • Trainee Legal Cashier

    7 months ago


    Southport, United Kingdom Simplify Group Full time

    Trainee Legal Cashier Southport £22,308.00 If you are an Legal Cashier who wants to move into an exciting new role, working for the largest conveyancing and property services group in the UK, then keep reading! Working with a team of Legal Cashiers from our Southport office, you will play an important role in providing the best and most efficient Legal...


  • Southport, Sefton, United Kingdom Ferguson Dean Full time

    Paraplanning OpportunityFerguson Dean, a well-established Wealth Management practice, seeks a skilled paraplanner to join their team.This role involves working closely with an Adviser who has had their firm acquired by the practice, providing technical support and expertise.About Ferguson DeanFerguson Dean acquires retiring client portfolios, providing...

  • Ifa Administrator

    6 days ago


    Southport, United Kingdom Ortus PSR Full time

    We are an award-winning Chartered independent financial planning practice in Southport. We pride ourselves on providing excellent client service through long term financial planning and our people are key to our continued success. **Role Function** This is an opportunity to be part of our technical administration team where you will have exposure to all...


  • Southport, Sefton, United Kingdom Ferguson Dean Full time

    Ferguson Dean, a respected Wealth Management firm, is seeking a skilled Paraplanner to join their team.About the PositionThis exciting opportunity offers the chance to work with an experienced Adviser whose firm has been acquired by Ferguson Dean and provide technical support. The successful candidate will be responsible for:Providing full paraplanning...


  • Southport, Sefton, United Kingdom Ferguson Dean Full time

    We are seeking a dedicated Paraplanner to join our Southport-based Wealth Management team. This position involves providing technical support to an Adviser, ensuring seamless delivery of services to high net worth individuals and families.Key Responsibilities:Collaborating with the Adviser to deliver high-quality paraplanning servicesConducting research and...


  • Southport, Sefton, United Kingdom Ferguson Dean Full time

    Position OverviewFerguson Dean is seeking a skilled Paraplanner to join our team in Southport. As a key member of our Wealth Management team, you will provide critical support to an Adviser and contribute to the growth of our business.Key Job Functions:Deliver high-quality paraplanning services to meet client needs.Collaborate with the Adviser to ensure...