Trainee Financial Advisor
5 days ago
Job Title: Trainee Financial Advisor
Industry: Financial Services
Location: Worcester
Salary: up to £45,000 (negotiable dependent on experience and qualifications)
Job Description:
Recruit UK is seeking a Trainee Financial Advisor to join a reputable financial planning firm in Worcester. This is an excellent opportunity for an individual to gain quality client-facing experience and develop their skills in financial advice.
This role will involve shadowing an experienced advisor, attending client meetings, and taking notes. The successful candidate will have the opportunity to develop their advice skills and build relationships with existing clients.
The ideal candidate will have a Level 4 Diploma (or near completion) and excellent communication skills. They will also have a strong desire to progress into a Financial Advice position and be willing to learn and develop their skills.
What's in it for you:
· Basic salary up to £45,000 (increase negotiable dependent on skills, qualifications and experience)
· Offices in the centre of Worcester
· Allocated clients to service
· 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
Key Responsibilities:
· Shadow an experienced advisor to gain knowledge and skills
· Attend client meetings and take notes
· Develop advice skills and build relationships with existing clients
· Work towards becoming a qualified Financial Advisor
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections to the financial services industry. We have a reach of more than 100,000 financial services connections and are committed to providing a holistic approach to career happiness.
Our Commitment to You:
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
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