Bdm/ Trainee Financial Adviser

2 weeks ago


London, United Kingdom ifamatch.com Full time

**The Company**

The Academy provides all training, development opportunities and guidance required to train up members who may have no prior knowledge of the industry to enable them to become fully qualified financial advisers, in their own time (usually around 2-3 years)The programme is a four-staged development plan that encompasses everything necessary for this progression with target and performance measures at each stage.

This is a fantastic opportunity for someone with an interest in finance, self-motivated and proactive with experience of thriving in a target-driven environment, strong communication and sales skills over the phone with the ability to develop rapport, relationships,and trust with the clients.

Experience within a phone/video-based role is preferred.
- Fluent in English speaker
- At least 2 years' experience in sales related fields
- At least 5 C's (including Maths) in GCSE or equivalent
- Must provide Wi-Fi at own home, a laptop (for work use) and have access to a smartphone
- Must be able to provide 2 previous references


  • Financial Adviser

    8 hours ago


    City of London, Greater London, United Kingdom St. James's Place Financial Adviser Academy Full time

    A new challenge. A new culture. A new perspective. If you’re looking for a role that provides you with autonomy, meritocracy and flexibility, you’ve come to the right Place. St. James’s Place. A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible. Launch a...


  • London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    **Trainee Mortgage Adviser** **Location - London, Kingsway and remote working** **Salary - £22,000 + monthly bonus - OTE £25,000 pa** **Hours - Full time** Due to significant business growth an opportunity has arisen to join a high-net-worth Mortgage & Financial Planning practice. This is a fantastic opportunity for a **Graduate **who wants to work...

  • Financial Adviser

    2 weeks ago


    London, United Kingdom St. James's Place Financial Adviser Academy Full time

    Build long-term relationships. Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience from within our internal community of specialists and insight from leaders in other sectors. This is a full-time programme, fully funded by...

  • Financial Adviser

    2 weeks ago


    London, United Kingdom St. James's Place Financial Adviser Academy Full time

    Build long-term relationships. Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience from within our internal community of specialists and insight from leaders in other sectors. This is a full-time programme, fully funded by...

  • Financial Adviser

    8 hours ago


    City of London, Greater London, United Kingdom St. James's Place Financial Adviser Academy Full time

    Build long-term relationships. Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience from within our internal community of specialists and insight from leaders in other sectors. This is a full-time programme, fully funded by...


  • London, United Kingdom Prestige IFA Jobs Full time

    Our client based in the UAE is a borderless, independent financial advisory consultancy, unrelenting in its commitment to safeguarding their client’s financial future. Founded by UK qualified financial advisers, our client offers a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace. You will be...


  • London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Type of Position: Trainee Financial Adviser - London Pay: £20k - £26k Trainee Financial Adviser - London We are working with a client in London looking for a confident, motivated and organised individual to join their team and have the opportunity to train to become a fully qualified Financial Adviser. The successful candidate will ideally be at...


  • London, United Kingdom Fortress Wealth Partnership Limited Full time

    Fortress Wealth Partnership are seeking a full-time trainee financial adviser to support our current advice team whilst developing their own skills to become an adviser in the future.Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants.This is an ideal opportunity for someone looking for an...


  • London, United Kingdom Fortress Wealth Partnership Limited Full time

    Fortress Wealth Partnership are seeking a full-time trainee financial adviser to support our current advice team whilst developing their own skills to become an adviser in the future.This is an ideal opportunity for someone looking for an entry level job, gaining exposure and learning on the job within one of the most successful St James’s Place partner...


  • City of London, Greater London, United Kingdom Fortress Wealth Partnership Limited Full time

    Fortress Wealth Partnership are seeking a full-time trainee financial adviser to support our current advice team whilst developing their own skills to become an adviser in the future. This is an ideal opportunity for someone looking for an entry level job, gaining exposure and learning on the job within one of the most successful St James’s Place partner...


  • City of London, Greater London, United Kingdom Fortress Wealth Partnership Limited Full time

    Fortress Wealth Partnership are seeking a full-time trainee financial adviser to support our current advice team whilst developing their own skills to become an adviser in the future. This is an ideal opportunity for someone looking for an entry level job, gaining exposure and learning on the job within one of the most successful St James’s Place partner...


  • City of London, Greater London, United Kingdom Fortress Wealth Partnership Limited Full time

    Job Description Fortress Wealth Partnership are seeking a full-time trainee financial adviser to support our current advice team whilst developing their own skills to become an adviser in the future. This is an ideal opportunity for someone looking for an entry level job, gaining exposure and learning on the job within one of the most successful St...


  • City Of London, United Kingdom Fortress Wealth Partnership Limited Full time

    Fortress Wealth Partnership are seeking a full-time trainee financial adviser to support our current advice team whilst developing their own skills to become an adviser in the future.This is an ideal opportunity for someone looking for an entry level job, gaining exposure and learning on the job within one of the most successful St James’s Place partner...


  • City of London, United Kingdom Fortress Wealth Partnership Limited Full time

    Job DescriptionFortress Wealth Partnership are seeking a full-time trainee financial adviser to support our current advice team whilst developing their own skills to become an adviser in the future.This is an ideal opportunity for someone looking for an entry level job, gaining exposure and learning on the job within one of the most successful St James’s...


  • City Of London, United Kingdom Fortress Wealth Partnership Limited Full time

    Fortress Wealth Partnership are seeking a full-time trainee financial adviser to support our current advice team whilst developing their own skills to become an adviser in the future.This is an ideal opportunity for someone looking for an entry level job, gaining exposure and learning on the job within one of the most successful St James’s Place partner...


  • City Of London, United Kingdom Fortress Wealth Partnership Limited Full time

    Fortress Wealth Partnership are seeking a full-time trainee financial adviser to support our current advice team whilst developing their own skills to become an adviser in the future. This is an ideal opportunity for someone looking for an entry level job, gaining exposure and learning on the job within one of the most successful St James’s Place partner...

  • Trainee Adviser

    4 weeks ago


    London, United Kingdom Vantage Wealth Management Full time

    Key Responsibilities: Booking meetings with interested parties on behalf of the practice Advisers. Continuously improve the company's profile and reach on social media platforms. Utilize marketing tools to optimize lead generation campaigns and ensure a high conversion rate. Develop and maintain a pipeline of potential clients by identifying and...


  • London, United Kingdom Prestige IFA Jobs Full time

    Our client based in the UAE is a borderless, independent financial advisory consultancy, unrelenting in its commitment to safeguarding their client’s financial future. Founded by UK qualified financial advisers, our client offers a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace. This job is best...


  • London, United Kingdom Financial Divisions Full time

    Following a huge increase in Business, my client, an independent firm of Financial Advisers providing full market advice are looking to offer this opportunity to a Diploma Qualified Adviser close to gaining Chartered Status. With Clients based in Surrey,Sussex and London, my client is eager to recruit a local individual as the role will be office based...

  • Accounting Trainee

    7 days ago


    London, United Kingdom EQUILENT FINANCIAL Full time

    Equilent Financial is a reputable financial company based in London, UK, specializing in providing financial services to a wide range of clients. We are currently seeking an Accounting Trainee/Assistant to join our dynamic accounting team. The Accounting Trainee/Assistant will play a crucial role in supporting the financial operations of the company and...