Financial Services Trainee

7 days ago


Worcester, Worcestershire, United Kingdom Recruit UK Full time

Job Title: Trainee Financial Advisor

Industry: Financial Services

Location: Worcester

Salary: up to £45,000 (negotiable dependent on experience and qualifications)

Job Description:

Company Overview: Recruit UK is a specialist recruitment agency in the financial services sector, providing unique expertise and connections to match candidates with their ideal positions.

Job Summary: We are seeking a Trainee Financial Advisor to join our client's team in Worcester. As a Trainee Financial Advisor, you will have the opportunity to gain quality client-facing experience and develop your skills in financial advice.

Key Responsibilities:

  • Shadow an experienced financial advisor to gain a deep understanding of the advice process and client service.
  • Develop your advice skills by sitting in on client meetings, taking notes, and following up on the advice process.
  • Work towards providing ongoing quality advice, servicing, and building relationships with existing clients.
  • Be allocated clients to manage and service over time.

What We Offer:

  • Basic salary up to £45,000 (increase negotiable dependent on skills, qualifications, and experience)
  • Offices in the centre of Worcester
  • Generous bonus scheme
  • 25 days holiday plus bank holidays
  • Flexible working (home or office or client meetings) dependent on your working week
  • DIS
  • Auto enrolment pension

Requirements:

  • Working in a financial planning firm either as back office support or as a junior adviser
  • Those seeking a step into financial advice and a long-term career move
  • Level 4 Diploma (or near completion)
  • Excellent communication skills, both verbal and literate
  • Relationship building skills


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