Trainee Independent Financial Adviser

7 months ago


Ulverston, United Kingdom Steven Martin & Associates Ltd Full time

**Trainee Independent Financial Adviser**

Due to the expansion of our business, Steven Martin & Associates Ltd are seeking to recruit a Trainee Independent Financial Adviser, who once qualified, will service an existing client base.

**Career Progression**

You will firstly be employed as an Administrator reporting to senior management and to support our existing team of Financial Advisers. You will learn our in-house procedures and you will support Advisers by;
- Assisting in preparation of meetings
- Submitting new business
- Drafting reports
- Liaising with Life Offices
- Making appointments with clients and prospective clients
- Shadowing Advisers’ in meetings

Within the first 12 months, we will commence a training programme and support your membership to the Chartered Insurance Institute to gain Level 4 status by completing the Diploma in Regulated Financial Planning (DipPFS) while continuing to do your current administrative role. This qualification is a must to enable you to advise on pensions and investments. We expect the full qualification and training required to take an average of 2-3 years.

The Level 4 diploma consists of 6 units, each with study material and an examination. The core study material and examinations (but not re-sits) will be paid for by ourselves.

Having gained the qualifications and background necessary, you will then become a full-time Independent Financial Adviser.

You must be highly motivated and committed to gaining the knowledge and expertise required.

You will also possess the following attributes:

- Educated to a high standard
- Strong Attention to Detail
- Confident on the telephone and face to face
- Numerate and Literate
- Highly organised and efficient
- Have a genuine interest in financial planning
- Have an ability to put a clients needs first
- Ambitious for career progression
- Coachable
- Have a clean credit record

**Salary**

Work Location: In person



  • Ulverston, United Kingdom Spicerhaart Full time

    Overview: Just Mortgages is part of **Spicerhaart: the UK’s largest Independent Property Group. **With its rapidly growing financial services business, Just Mortgages, our reputation has grown to be one of the leaders in both innovation and technology in its industry. Its well-established Self-Employed Division are looking for experienced and...


  • Ulverston, United Kingdom Land and Sea Resources Full time

    ** We have amazing opportunity to join our Team at Land and Sea Resources office in Ulverston ! ** ** FULL TRAINING AVAILABLE FOR THIS ROLE ** **Trainee Recruitment Consultant Role**: - Complete regular review with clients to understand and communicate business changes So, if you have a natural strong work ethic and an eagerness to learn your potential...


  • Ulverston, United Kingdom Royal Mail Group Full time

    **Delivery Postie with Driving** **Job reference: 311745** **Location: Ulverston Delivery Office, LA12 7AA** **Job type: Permanent contract** **Hours: 27:30 hours per week, working 5 days across Monday - Sunday, working between 09:00 and 16:00** **Due to operational demand, you will be required to work Saturdays and Sundays with Sunday working located at...

  • Bookkeeper - Part Time

    7 months ago


    Ulverston, United Kingdom OUBAS Full time

    **About us** We are professional, agile, professional, and our goal is to Grow a sustainable and localised clothing company. Our work environment includes: - Modern office setting - Food provided - Modern office setting - Growth opportunities - Relaxed atmosphere - Maintain and update financial records using accounting software - Prepare and raise...


  • Ulverston, Cumbria, United Kingdom Yodel Full time

    Job Description:We are seeking a self-employed delivery driver to join our team. As a Freelance Courier Specialist, you will be responsible for delivering parcels six days a week. You will enjoy the freedom and flexibility of being your own boss, with better financial rewards than traditional employment.You will work independently, planning your own routes...

  • Digital Marketer

    7 months ago


    Ulverston, United Kingdom Citrus-Lime Limited Full time

    **Digital Marketing Team** Citrus-Lime is an exciting high growth tech business providing a Cloud-based POS system to small and mid-sized retailers. We compete and win against large US-based tech giants. We are profitable and growing fast. Our customers are retailers in the outdoor sector, from Cycle through to Equestrian. We’ve revolutionised the way...


  • Ulverston, United Kingdom Orian Solutions (Facilities Management) Full time

    **Job Title: Catering Assistant** **Location: Croftlands Junior School, Ulverston** **Hours : 25 per week, Mon - Fri, flexible hrs between 08.00-14.00** **Rate of Pay : £10.64 per hour** **PURPOSE OF ROLE**: To assist in the preparation and serving of high quality food and drink to our customers in an efficient and effective manner, minimising waste. To...


  • Ulverston, United Kingdom Orian Solutions - Food Service Full time

    **Job Title: Catering Assistant ( Term Time)** **Location: St Mary's School, Ulverson, LA12 0EA** **Hours: 7.5 per week. Mon-Fri, 1.5 hours daily between 10.00-14.00 flexible** **Rate of pay: £9.55 per hour.** **PURPOSE OF ROLE**: To assist in the preparation and serving of high quality food and drink to our customers in an efficient and effective...

  • Delivery Driver

    6 months ago


    Ulverston, United Kingdom Cohens Chemist Full time

    10103 - 7 hour **Prescription Delivery Driver**- Permanent Contract We are looking to recruit a 7 Hour **Prescription** **Delivery Driver** on a part time permanent contract to work between at our 518 branch located at 10 Market Place, Ulverston, LA12 7DX. The required working hours are: Tuesday 12:30-16:30 Thursday 12:30-16:30 We are looking for an...


  • Ulverston, Cumbria, United Kingdom Recra Consulting Full time

    Job Opportunity: Senior Sales Development Manager - Recycling ServicesWe are seeking a seasoned sales professional to drive business growth and promote our recycling services in the North West region.About the Role:This is an exciting opportunity for a results-driven individual to join our team as a Senior Sales Development Manager. As a key member of our...


  • Ulverston, United Kingdom BAE Systems Full time

    Job Title: Senior Engineering Manager – Nuclear Safety Regulation (Specialists) Location: Barrow-in-Furness Salary: £70,000+ with executive level benefits including car allowance and bonus What you’ll be doing: We’re expanding our Nuclear Safety and Regulation Team to support the delivery of major programmes of strategic national and...

  • Assistant Ranger

    6 months ago


    Ulverston, United Kingdom National Trust Full time

    As a Designed Landscapes Assistant Ranger, you’re the heart and soul of the National Trust in the landscapes we protect. You’re a champion of nature conservation and the great outdoors, and you’ll play a crucial role in keeping the nation’s beloved countryside and coast in good shape, for wildlife and for people. Hours: 37.5 hours per...


  • Ulverston, United Kingdom National Trust Full time

    You will be joining the outdoor Welcome Team based at Fell Foot Park which is situated at the bottom of Windermere, England’s largest lake. The site welcomes 150,000 visitors a year, most of whom come to enjoy the open spaces, beautiful views, outdoor activities and access to the lake. We are a small but dedicated team, all with different skill sets who...


  • Ulverston, United Kingdom National Trust Full time

    The National Trust is renowned for its food and hospitality. We run 185 cafes, tea-rooms and restaurants all over England, Wales and Northern Ireland, and we'd love you to join us. We’re looking for a Food and Beverage Team Member. In this role, you’d be making a real difference to the work of the National Trust, as well as helping to give people a...


  • Ulverston, Cumbria, United Kingdom BAE Systems Full time €70,000

    Job Title: Senior Engineering Manager – Nuclear Safety Regulation (Specialists) Location: Barrow-in-Furness Salary: £70,000+ with executive level benefits including car allowance and bonus What you’ll be doing: We’re expanding our Nuclear Safety and Regulation Team to support the delivery of major programmes of strategic national and...

  • Principal Engineer

    2 weeks ago


    Ulverston, LA12, Ulverston, United Kingdom BAE Systems Full time

    Job Title: Principal Engineer – Nuclear Safety Regulation (Specialists) Location: Barrow-in-Furness – We offer a range of hybrid and flexible working arrangements – please speak to your recruiter about the options for this particular role. Salary: £55,000+ Depending on experience What you’ll be doing: We’re expanding our Nuclear Safety and...


  • Ulverston, Cumbria, United Kingdom BAE Systems Full time €70,000

    Job Title: Senior Engineering Manager – Nuclear Safety Regulation (Specialists) Location: Barrow-in-Furness Salary: £70,000+ with executive level benefits including car allowance and bonus What you’ll be doing: We’re expanding our Nuclear Safety and Regulation Team to support the delivery of major programmes of strategic national and...