Trainee Financial Adviser

3 weeks ago


Mansfield, United Kingdom Cowens Financial Planning Full time

**TRAINEE FINANCIAL PLANNER**

**MANSFIELD, NOTTINGHAMSHIRE**

**Are you a passionate professional who puts people first ?**
**Join us on our journey to facilitate financial freedom**

As Cowens Financial Planning continues to grow we’re looking for a trainee financial planner who shares our ethos. If your focus is on helping clients towards worry-free financial freedom, you could become an employed trainee adviser within our planning team.

We don’t prioritise product sales, investment returns or technical jargon. Rather, recognising that individual and family futures depend on the right financial choices, our aim is to provide reassurance to our clients at every stage of their financial life journey.

We listen and seek to understand what matters most to them, to build ongoing personal relationships based on trust, integrity and transparency.

If you share those values, this is an exciting opportunity to work with our existing personal and corporate clients, as well as developing new business to build our client portfolio.

**Are you with us?**

You’ll need to:

- Be Level 4 qualified, ideally working towards Level 6
- Be passionate about what you do and the people you advise
- Have experience of working within an advisory firm, to support your transition to the adviser role
- Demonstrate not only strong technical ability but interpersonal skills that put clients at ease
- Be a good listener. To best help our clients you need to hear and understand them, then assimilate the facts to shape a bespoke financial plan
- Be clear and sincere, able to communicate complex information in a way that is easy to understand
- Be confident in your own abilities but equally able to follow process and be a positive team player
- Possibly (though not essential) have experience providing advice in the area of Employee Benefits

We offer the chance to:

- Be part of our friendly, experienced advisory, technical and admin team. We will help you to understand our beliefs and processes to make your transition as smooth as possible.
- ‘Work smart’. Whilst the role is office based, after a successful induction period, we can facilitate an element of hybrid remote working. Hours are Monday to Friday, no weekends
- Full support and training in the trainee role. Hands on support and exposure working with our existing advisory team
- An established process to support your service and advice delivery, backed by admin and paraplanning support
- Lead sources for new client opportunities, alongside those you build

You’ll enjoy:

- An attractive rewards package
- 25 days holiday in addition to bank holidays and Christmas office closure
- Company pension (10% employer contributions after 12 months)
- On-site parking
- Income Protection and Death In Service cover
- Company phone/iPad
- Car allowance
- Bonus scheme
- Funding/support with future qualifications

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

**Salary**: £30,000.00-£45,000.00 per year

**Benefits**:

- On-site parking

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work Location: In person

Reference ID: Trainee Financial Adviser



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