Trainee Financial Adviser

4 weeks ago


Derby, United Kingdom Recruit UK Full time

**Job Title**: Trainee Financial Adviser

**Industry**: Wealth Management

**Location**:Derby

**Salary**: Up to £25,000

**Job Reference**:6976

Are you a second careerist looking to step into financial advice? Keep reading

Recruit UK is working on an excellent opportunity for a second careerist looking to change industry and step into financial advice through a Trainee Financial Adviser scheme.

This role is ideal if you’ve had a strong professional career and you would like to build up to giving financial advice in the next few years.

You will be trained as a Wealth Management Administrator to begin with, assisting in preparing review packs for clients, performing fund switches and liaising with clients, as well as maintaining client records and diary management.

This is a small business, with one adviser and one paraplanner, so you will have direct access to shadow and learn from these great mentors, with plenty of support.

**Benefits**:

- Up to £25,000 (salary negotiable depending on experience)
- Office shutdown over Christmas
- Hybrid working - very flexible on this
- Excellent career progression opportunities
- Option to step into advice or paraplanning in the longer term
- Exam support for Level 4 Diploma in Financial Advice
- Personal development days (don’t necessarily have to be for work related courses)
- Friendly, supportive place to work, with emphasis on work-life balance

**Skills and experience required**:

- Ability to demonstrate strong professional skillset from previous career
- Genuine desire and drive to step into financial advice or paraplanning
- Willingness to learn and develop

**About Recruit UK**:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, RecruitUK is pleased to be working with a Independent Financial Advice firm based in Derby on a Trainee Financial Adviser role.

**Our commitment to you**:

- Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.

**Additional information**:



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