Trainee Financial Advisor

1 week ago


Pontefract, United Kingdom Recruit UK Full time

Position**:Trainee Financial Advisor**

Location**:Pontefract**

Salary**:£28-35,000**

Reference Number**:8266**

Are you looking to launch your career as a **Financial Advisor**? My client are looking for a driven **Diploma Qualified **individual to join their team in **Pontefract** as a **Trainee Financial Advisor**. You will receive comprehensive training, work closely with experienced advisors, learn to create tailored financial plans, and be provided a client bank, leads, and administrative support to aid you to success

This is an Employed **Trainee Financial Advisor** role.

The prestigious financial planning firm you will be working for have more than established themselves in the Yorkshire area, growing to 8+ offices across the region.

They are confident enough in their training and development platform that they are happy to bring in **Diploma qualified** individuals WITHOUT prior experience in the industry. A testament to their 30+ years’ of experience growing their offices.

This is a unique opportunity for anyone on the quest to becoming a **Financial Advisor**

**Responsibilities**:

- Assist senior advisors in client interactions and financial analyses.
- Learn to develop and present personalized financial plans.
- Stay updated on industry trends and regulations.
- Follow training programme towards full **Financial Planner** certification.
- Deal with existing clients

**Qualifications**:

- Level 4 Diploma Qualification
- In depth knowledge of the Financial Services industry
- Graduates considered **(if qualified)**:

- Strong analytical and communication skills.
- Eagerness to learn and collaborate.

**Benefits**:

- Starting salary of £28-35k + Commission on a tiered structure
- Hybrid working once CAS is achieved.
- Comprehensive training program and mentorship.
- Exposure to diverse financial products and strategies.
- Competitive compensation and advancement potential.

**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, Recruit UK is pleased to be working with a Financial Advice firm based in **Pontefract** on a **Trainee Financial Advisor **role.

**Additional information**:
**Salary**: £28,000.00-£35,000.00 per year

Schedule:

- Monday to Friday
- No weekends

Supplemental pay types:

- Commission pay
- Performance bonus

Work Location: In person

Reference ID: 8266


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