Junior Financial Adviser

6 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.
  • Assist in the development of client relationships and provide ongoing quality advice and service.
  • Work closely with the existing advisor to learn the business and develop your skills.

Requirements:

  • Working in a financial planning firm, either as back-office support or as a junior advisor.
  • Excellent communication skills, both verbal and written.
  • Relationship-building skills.
  • Level 4 Diploma (or near completion).

What We Offer:

  • 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.


  • Worcester, UK, Worcestershire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Trainee Financial AdviserIndustry: Financial ServicesLocation: WorcesterSalary: up to £45,000 (negotiable dependent on experience and qualifications)Job reference: 9222Job Description: Recruit UK are recruiting for Trainee Fonancial Adviser role in Worcester. This is a fantastic opportunity that will offer you ongoing training with an experienced...


  • Worcester, Worcestershire, United Kingdom Recruit UK Full time

    Job Title: Trainee Financial AdvisorIndustry: Financial ServicesLocation: WorcesterSalary: 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...


  • Worcester, Worcestershire, United Kingdom SourceCo Full time

    Job DescriptionJob Summary:We are seeking a highly skilled Financial Reporting Specialist to join our team at SourceCo.About the Role:As a Senior Accountant, you will be responsible for preparing and reviewing financial statements, ensuring accuracy and compliance with regulatory requirements.You will also be involved in Audit and Accounts Management,...


  • Worcester, Worcestershire, United Kingdom SourceCo Full time

    Job DescriptionJob Summary:We are seeking a highly skilled Financial Reporting Specialist to join our team at SourceCo.About the Role:As a Senior Accountant, you will be responsible for preparing and reviewing financial statements, ensuring accuracy and compliance with regulatory requirements.You will also be involved in Audit and Accounts Management,...

  • Financial Expert

    6 days ago


    Worcester, Worcestershire, United Kingdom The Richards Sandy Partnership Limited Full time

    About The Richards Sandy Partnership LimitedWe are a reputable accounting firm seeking a skilled Senior Accountant to join our team. As a Senior Accountant, you will play a crucial role in providing exceptional accounting services to our clients.Key ResponsibilitiesFinancial Statement Preparation: Prepare accurate and timely financial statements for limited...


  • Worcester, Worcestershire, United Kingdom Robert Walters Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Robert Walters. As a key member of our finance department, you will play a pivotal role in shaping the financial strategy of our organization.Key ResponsibilitiesWork closely with commercial business functions to identify cost-saving opportunities and advise on...


  • Worcester, Worcestershire, United Kingdom Robert Walters Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Robert Walters. As a key member of our finance department, you will play a pivotal role in shaping the financial strategy of our organization.Key ResponsibilitiesWork closely with commercial business functions to identify cost-saving opportunities and advise on...


  • Worcester, Worcestershire, United Kingdom Robert Walters Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Robert Walters. As a key member of our finance department, you will play a pivotal role in shaping the financial strategy of our organization.Key ResponsibilitiesWork closely with commercial business functions to identify cost-saving opportunities and advise on...


  • Worcester, Worcestershire, United Kingdom Worcestershire Acute Hospitals NHS Trust Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Planning and Reporting Specialist to join our team at Worcestershire Acute Hospitals NHS Trust. The successful candidate will be responsible for providing a comprehensive financial management and business support service to our Clinical Division.Key ResponsibilitiesFinancial Planning and...


  • Worcester, Worcestershire, United Kingdom Recruit UK Full time

    Job Title: Trainee Financial AdvisorIndustry: Financial ServicesLocation: WorcesterSalary: 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...


  • Worcester, Worcestershire, United Kingdom Hays Specialist Recruitment Limited Full time

    About the RoleHays Specialist Recruitment Limited is seeking a highly skilled Management Accountant to join a leading business in the Worcestershire area. As a key member of the finance team, you will be responsible for leading the month-end process for two subsidiary companies.Main ResponsibilitiesFinancial Reporting: Prepare monthly management accounts,...


  • 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: Recruit UK is seeking a Trainee Financial Advisor to join a reputable local company in Worcester. This is an excellent opportunity for an individual to gain quality...


  • 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: Recruit UK is seeking a Trainee Financial Advisor to join a reputable local company in Worcester. This is an excellent opportunity for an individual to gain quality...


  • Worcester, Worcestershire, United Kingdom Robert Walters Full time

    Job DescriptionRole OverviewRobert Walters is seeking a highly skilled and detail-oriented Financial Planning Specialist to join their team. As a key member of the finance department, you will play a pivotal role in shaping the financial strategy of the organization.Key ResponsibilitiesWork closely with commercial business functions to identify cost-saving...

  • Junior Buyer

    4 days ago


    Worcester, Worcestershire, United Kingdom Adecco Full time

    Job Title: Junior Buyer - Product Development Specialist Location: Not Specified Contract Details: Permanent, full-time Salary: £28,000 to £32,000 per annum About Our Client: A leading UK product designer and distributor is seeking a Junior Buyer - Product Development Specialist to join their expanding team. With a dedicated in-house team of designers,...

  • Junior Buyer

    5 days ago


    Worcester, Worcestershire, United Kingdom Adecco Full time

    Job Title: Junior Buyer - Product Development Specialist Location: Not Specified Contract Details: Permanent, full-time Salary: £28,000 to £32,000 per annum About Our Client: A leading UK product designer and distributor is seeking a Junior Buyer - Product Development Specialist to join their expanding team. With a dedicated in-house team of designers,...

  • Senior Accountant

    2 days ago


    Worcester, Worcestershire, United Kingdom Armstrong Knight Full time

    About the RoleWe are seeking a highly skilled Senior Accountant to join our team at Armstrong Knight. As a Senior Accountant, you will play a key role in the preparation of financial statements for our corporate clients, from large-scale enterprises to small and medium-sized businesses.Key ResponsibilitiesSupervise and mentor junior accountants to ensure...

  • Senior Accountant

    2 days ago


    Worcester, Worcestershire, United Kingdom Armstrong Knight Full time

    About the RoleWe are seeking a highly skilled Senior Accountant to join our team at Armstrong Knight. As a Senior Accountant, you will play a key role in the preparation of financial statements for our corporate clients, from large-scale enterprises to small and medium-sized businesses.Key ResponsibilitiesSupervise and mentor junior accountants to ensure...


  • Worcester, Worcestershire, United Kingdom Hewett Recruitment Full time

    Are you a meticulous finance expert with a strong affinity for numbers and precision? Hewett Recruitment is seeking an Assistant Management Accountant to become a vital part of their vibrant Finance department.?? Employment Type: Full-time, Monday to Friday, 09:00 - 17:00?? Work Arrangement: Hybrid working available after probation period.Key Duties:Manage...


  • Worcester, Worcestershire, United Kingdom Kenton Black - Construction Full time

    Position OverviewAre you ready to take your career to the next level? If you believe you possess the skills to thrive in the recruitment industry, we want to hear from you!We are seeking enthusiastic individuals to join Kenton Black, a leading name in the construction recruitment sector. This is an exciting opportunity to embark on a rewarding career path...