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Trainee Financial Adviser

2 months ago

Bath, United Kingdom The Oakfield Group Full time

**Job description**

**Trainee Financial Adviser**

If you want to get into Financial advice, then we have the opportunity for you.

Our client will take you from zero to fully qualified in a maximum of 12 months. The training plan, support and development is market leading. Their direct to advice training model is a proven success, no sitting around in an admin position for years.

This is a Self-employed opportunity with 100 leads provided per month. You will need to self-fund yourself for 3-4 months.

My client is committed to empowering their clients to make informed financial decisions. As a leading financial advisory firm, they offer a comprehensive range of services tailored to meet the unique needs and goals of each individual and business they serve. My client prides themselves on expertise, integrity, and dedication to providing exceptional client service.

This forward-thinking organisation are seeking a motivated and enthusiastic Trainee Financial Adviser to join their dynamic team. This is an excellent opportunity for individuals who are passionate about finance and eager to embark on a rewarding career in financial advice.

**Key Responsibilities**:

- Assist senior financial advisers in providing tailored financial advice to clients.
- Conduct research and analysis on financial products, market trends, and investment opportunities.
- Prepare financial reports, plans, and recommendations for clients.
- Attend client meetings alongside experienced advisers to gain hands-on experience.
- Collaborate with team members to develop and implement financial strategies.

**Qualifications**:

- Strong analytical, problem-solving, and mathematical skills.
- Excellent communication and interpersonal skills.
- Ability to work effectively in a fast-paced environment.
- Eagerness to learn and develop new skills in financial planning.

**What’s on Offer**:

- Comprehensive training, support and mentorship from experienced financial services experts.
- Opportunity for career growth and advancement within the company.
- A training programme that works, its tried and tested.

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

Pay: £20,000.00-£60,000.00 per year

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

Pay: £30,106.08-£45,000.00 per year

**Benefits**:

- Company pension
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay
- Performance bonus

**Experience**:

- Paraplanning: 1 year (preferred)

Work Location: Hybrid remote in Bath

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