Trainee Financial Advisor

2 weeks ago


Stafford, United Kingdom Dunham McCarthy Ltd Full time

**Intelligent, Enthusiastic, Conscientious & Driven ?**

**A bright future awaits you at the Dunham McCarthy Group**

We have an exciting opportunity within our Legal and Financial Services team in Penkridge. This is a fantastic opportunity to join The Dunham McCarthy Group, a successful and rapidly expanding legal/financial services business. The Dunham McCarthy Group are looking to add a further 3 advisers to their 20 strong team based in Penkridge.

**(OTE £40 -70,000 uncapped)**
- £23,600 basic (including car allowance) rising to £30,600 once advisor has met given targets
- OTE £40,000 - £70,000 uncapped earnings

**The Role**

You will speak to pre-booked clients and provide advice about Wills, Financial and legal services (Full extensive training provided). All client meetings will be booked for you. There is no cold calling.

All clients will be expecting to see you and to talk about the services that we offer. This makes this position unique to most sales/advisory roles and as a result our team has an average 80% conversion rate.

**Requirements**:
The key to your success in this role will be knowledge, preparation and pride in providing the very best advice. As this is a regulated industry, being organised and meticulous when keeping records is vital.

To be successful in this role you will need to be extremely hard-working, driven, professional, motivated, and enthusiastic. It is essential that you become a trusted adviser to your clients and maintain relationships well.

**Experience**

A financial services background is not essential; however, you do need a passion and hunger for learning and providing professional advice face to face with our clients and some sales experience would be beneficial.

**Training**

**Future**

For the right person, this could lead to a long term career with options to move in different directions within the company

**The Benefits**

Company laptop

Comprehensive ongoing training

Potential to become Level 4 qualified (Financial Adviser status)

**Job Type**

Monday to Friday

Hybrid working Home/Office after initial office-based training/probation period

Full-time

3-4 evenings per week required ( Where an advisor has a 7.30 pm appointment their start time would be 1.30 pm)

COVID-19 precaution(s):

- Personal protective equipment provided or required
- Plastic shield at work stations
- Social distancing guidelines in place
- Virtual meetings
- Sanitisation, disinfection or cleaning procedures in place

Work remotely
- Yes

**Salary**: £23,600.00-£70,000.00 per year

**Salary**: £23,600.00-£70,000.00 per year

**Benefits**:

- Company events
- Company pension
- On-site parking
- Work from home

Schedule:

- No weekends

Supplemental pay types:

- Commission pay

**Experience**:

- Sales: 1 year (preferred)

Work Location: Hybrid remote in STAFFORD


  • Administrator

    3 days ago


    Stafford, United Kingdom Deaconsfield Financial Planning Ltd Full time

    This is an exciting opportunity for an Administrator to join our expanding firm of Financial Advisers based in Staffordshire with National coverage, initially 15 hours per week on a part-time basis. **The role** - Creating and maintaining accurate client records using our purpose-built system. - Diary management for Financial Advisors. - To forge successful...


  • Stafford, Staffordshire, United Kingdom Gleeson Recruitment Ltd Full time

    Job Description Gleeson Recruitment Group are working exclusively in partnership with a high-growth, acquisitive business, who are looking to appoint a Group Financial Reporting Manager, in a newly-created position. As the Group Financial Reporting Manager, you will play a pivotal role in ensuring the accuracy, integrity, and timeliness of our financial...

  • Finance Manager

    Found in: Talent UK C2 - 22 hours ago


    Stafford, United Kingdom Strolll Full time

    We are an innovative and forward-thinking company, seeking a proactive and meticulous part-time Finance Manager to join our dynamic team.  As the Finance Manager, you will play a pivotal role in overseeing the financial operations of our company, working directly under the guidance of the CEO and the company’s external financial advisors.  Your...


  • Stafford, United Kingdom Dunham McCarthy Ltd Full time

    **Job Summary** Dunham McCarthy Ltd have recently moved to a state of the art headquarters in Stafford. We offer advice on all aspects of estate planning including Wills, Lasting Powers of Attorney and Trusts. Pay is £25,000 upon completion of probation which is usually 6 months but depends on the person. The starting pay is £22,500. Once fully trained...


  • Stafford, United Kingdom Tudor Employment Limited Full time

    Tudor Employment are recruiting a Debt Recovery Officer for our client based in Stafford. This is a full-time temporary position. Are you the right person for this role? Key attributes of the Debt Recovery Officer are: - Two years of experience working in a financial function - Thorough understanding of Local Authority services and finances - Sound...


  • Stafford, United Kingdom Ernest Gordon Recruitment Limited Full time

    Senior Accountant (Practice) Stafford £45,000 - £50,000 + Training + Life insurance + Flexibility + 34 Days Holiday Are you an Accountant from industry or practice background looking to take the next-step up in your career working in one of the most well-established firms of Chartered Accounts and Financial and Business Advisors in the country? On offer is...


  • Stafford, United Kingdom Ernest Gordon Recruitment Limited Full time

    Senior Accountant (Practice) Stafford £40,000 - £50,000 + Training + Life insurance + Flexibility + 34 Days Holiday Are you an Accountant from industry or practice background looking to take the next-step up in your career working in one of the most well-established firms of Chartered Accounts and Financial and Business Advisors in the country? On offer is...

  • Finance Specialist

    3 weeks ago


    Stafford, Staffordshire, United Kingdom Sanford Federal Full time

    International Finance Specialist Company Overview: Sanford Federal is a growing government contracting company, located at 525 Corporate Drive, Suite 203, Stafford, VA 22554. We are dedicated to providing top-notch services to our clients in the government sector. As part of our growth strategy, we are seeking a highly skilled Finance Specialist to join...


  • Stafford, United Kingdom Staffordshire County Council Full time

    Job Introduction The Education Safeguarding Advice Service (ESAS) provides support and challenge to all our schools to ensure that safeguarding policy and practice is both robust and effective. The team consists of two Education Safeguarding Leads (ESLs) and two Education Safeguarding Advisors(ESAs). The ESAs provide support and advice to empower members...


  • Stafford, United Kingdom Travelex Full time

    Customer Service Advisor - Asda Travel Money, Stafford - Part Time **Job Type**: Permanent, Part Time Hours per week: 12 hrs **Salary**: £11.45 per hour + additional benefits listed below Working Patterns: This job is perfect for those who are flexible and able to work a variety of shifts between Monday to Sunday. Depending on your team, you will...

  • Cyber Security Services Manager

    Found in: Talent UK C2 - 2 weeks ago


    Stafford, United Kingdom Dalkia Full time

    Responsibilities of the role: The Cyber Security Solutions Manager will report to the Business Manager of Services and Support and will be responsible for Capula advisory (risk, compliance and architecture assessment) services Traditional security technology platform delivery services such as IDS, Firewall, SIEM and others Building out security...


  • Stafford, Staffordshire, United Kingdom Sanford Federal Full time

    Job Title: International Finance Specialist Company Overview: Sanford Federal is a growing government contracting company, located at 525 Corporate Drive, Suite 203, Stafford, VA 22554. We are dedicated to providing top-notch services to our clients in the government sector. As part of our growth strategy, we are seeking a highly skilled Finance...