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Financial Planning Professional

2 months ago

Stanmore, Greater London, United Kingdom Blakemore Recruitment Full time
Financial Adviser / Trainee Adviser Opportunity

Blakemore Recruitment is proud to be working with a Financial Planning client based in Stanmore to find a Financial Adviser / Trainee Adviser to join their team.

The client provides a comprehensive range of financial planning services, including financial health checks, investment advice, pension planning, tax planning, and employee benefits.

We are seeking a level 4 diploma qualified individual looking to progress into a Financial Adviser role or an experienced Adviser looking for their next challenge.

The ideal candidate will possess:

  • Excellent interpersonal skills to build strong client relationships
  • A curious nature to understand client needs and goals
  • Strong attention to detail and time-management skills to work efficiently under pressure
  • Analytical skills to think critically and solve problems
  • A willingness to exceed client expectations and manage diverse needs
  • A commitment to self-development and continuous learning

This is a fantastic opportunity to join a progressive practice offering full back-office support.

As a Financial Adviser / Trainee Adviser, you will be expected to build your own client bank, with initial clients available to work on.

Salary will be dependent on qualifications and experience.

If you believe this role aligns with your career goals, please apply to be considered for this opportunity.