Financial Services Trainee
3 days ago
Job Title: Financial Services Trainee
Industry: Financial Services
Location: UK
Salary: Up to £35,000
Job Type: Full-time
Job Description:
Recruit UK is pleased to present an exciting opportunity for a Financial Services Trainee to join a well-established UK Financial Advice firm.
Company Overview:
This UK-wide firm specializes in providing independent financial planning and wealth management advice to high-net-worth individuals and businesses.
The Role:
As a Financial Services Trainee, you will work closely with experienced Financial Planners, supporting them with paraplanning tasks, managing existing clients, and handling new client inquiries.
Key Responsibilities:
- Support experienced Financial Planners with paraplanning tasks
- Manage existing clients and handle new client inquiries
- Develop and maintain strong client relationships
- Contribute to the growth and development of the firm's client base
What We Offer:
- Competitive Starting Salary: Up to £35k+
- Mentorship Program: Learn from Senior Advisers
- High-Net-Worth Client Bank: Inherit existing clients
- Qualified HNW Leads: Typical clients with £300k+ to invest
- Lucrative Bonus Scheme: OTE £50k+
- Comprehensive Benefits Package: Life insurance, flexible benefits, pension
- Flexible Working Options: Office/home-based hybrid model
- Administrative Support: Full back-office assistance
- Study Support: Gain further qualifications while working
Requirements:
- Ideally, Level 4 Diploma (Dip PFS) or equivalent
- Paraplanning experience is highly desirable
- Ambition to progress into a fully-fledged Financial Adviser role within 12 months
- A passion for building and managing client relationships, with the drive to develop your own client book
This is an ideal opportunity for someone looking to take the next step in their financial services career, transitioning from a paraplanning or support role into a client-facing advisory position.
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