Trainee Financial Advisor Professional
2 days ago
We are seeking a motivated Trainee Financial Adviser to join our team in Birmingham. The successful candidate will work alongside experienced professionals to develop their skills and knowledge in financial advice.
This is an excellent opportunity for individuals looking to further develop their advisory career, with a competitive starting salary of £40,000 and potential for uncapped bonuses.
Key responsibilities include dealing with client enquiries, providing financial planning and wealth management advice, and working closely with the paraplanning team to ensure high-quality advice.
To succeed in this role, you will need a Diploma (Dip PFS) or equivalent and ideally some Advice experience. Benefits include Pension, DIS, PMI, flex working, and opportunities to deal with High Net Worth Clients and build own client base.
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Trainee Financial Advisor
1 month ago
Birmingham, Birmingham, United Kingdom Evelyn Partners Fund Solutions Limited Full timeJob DescriptionAs a Trainee Financial Advisor with Evelyn Partners Fund Solutions Limited, you will be part of a well-respected profession at a firm with an unparalleled reputation. Your role will involve learning how to build relationships, assess clients' financial positions, and create flexible plans to evolve with them.You will also support qualified...
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Trainee Financial Services Professional
2 days ago
Birmingham, Birmingham, United Kingdom Recruit UK | Certified B Corp™ Full timeBirmingham-based Trainee Role Offers Great ProspectsRecruit UK is pleased to be working with a leading UK Independent Financial Advice firm in Birmingham on a Trainee Financial Adviser position. This is an excellent opportunity for a motivated and ambitious individual to start their career in financial services and progress into a senior advisory role.The...
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Financial Services Trainee
2 weeks ago
Birmingham, Birmingham, United Kingdom Government jobs, apprenticeship Full time**Job Title:** Financial Services Trainee**Company Overview:** Cooper Parry is a leading provider of audit services to businesses across the UK. We are currently seeking an enthusiastic and motivated individual to join our team as a Financial Services Trainee.**Salary:** The estimated salary for this role is £25,000 - £30,000 per annum, depending on...
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Financial Adviser Trainee
2 days ago
Birmingham, Birmingham, United Kingdom Recruit UK | Certified B Corp™ Full timeJob OverviewA career-defining opportunity for a Trainee Financial Adviser to join a leading UK wealth management and private client financial advice firm is now available at Recruit UK | Certified B Corp™.This role offers the chance to progress your career as a trainee financial adviser, working with a dedicated team of Paraplanners, Compliance and...
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Life Insurance Sales Leader
2 months ago
Birmingham, Birmingham, United Kingdom Advisor Group Full timeLife Insurance Sales OpportunityAdvisor GroupSales Vice PresidentJob Summary: We are seeking a Sales Vice President to join our team at Advisor Group. The ideal candidate will have a strong background in life insurance sales and a proven track record of success in building and maintaining relationships with clients.Key Responsibilities:Implement sales...
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Safety Advisor Trainee
3 weeks ago
Birmingham, Birmingham, United Kingdom Career Change Full timeBecome a qualified professional in health and safety with Career Change's trainee program, catering to those new to the field.Our Training Pathway:Step 1: IOSH - Managing Safely – Master health and safety basics.Step 2: NEBOSH – Pursue General, Construction, or Fire Safety courses to expand your skills.Step 3: Risk Assessments – Refine your ability to...
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Financial Analyst Trainee
2 weeks ago
Birmingham, Birmingham, United Kingdom Agility Resoucing Full timeAgility Resourcing presents a dynamic opportunity for a Financial Analyst Trainee in the heart of Birmingham. This coveted role is perfect for ambitious individuals seeking to launch their finance career.">">This position offers an attractive salary package, estimated to be around £25,000 - £30,000 per annum, commensurate with experience and...
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Trainee Occupational Health Advisor
7 days ago
Birmingham, Birmingham, United Kingdom Purosearch Ltd Full timePurosearch Ltd is a leading healthcare provider seeking a skilled Trainee Occupational Health Advisor to join our team in Milton Keynes. This role offers an exciting opportunity to work as part of our occupational health team and contribute to delivering excellent patient care.The successful candidate will be responsible for providing administrative support...
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Trainee Sales and Marketing Advisor
4 weeks ago
Birmingham, Birmingham, United Kingdom Avant Homes Full timeAvant Homes is seeking a Trainee Sales and Marketing Advisor to join its West Midlands sales team. In this role, you will be responsible for assisting the Sales Advisor in achieving reservations, presenting and demonstrating the Avant product, and completing customer paperwork in alignment with Group policies and GDPR. You will also be involved in marketing...
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Financial Services Consultant
3 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time**Job Description:**We are looking for a skilled Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will work closely with clients to understand their financial needs and provide tailored advice to help them achieve their goals.The successful candidate will have a strong understanding of investment and pension...
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Financial Markets Professional
2 days ago
Birmingham, Birmingham, United Kingdom Jigsaw Financial Full timeOverview of the OpportunityWe are seeking an experienced Financial Markets Professional to join our team at Jigsaw Financial. This is a unique opportunity to leverage your expertise in investment sales and business development to drive growth and success.
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Trainee Health and Safety Professional
1 week ago
Birmingham, Birmingham, United Kingdom CV-Library Full timeCareer Opportunity: Trainee Health and Safety ProfessionalWe are seeking a highly skilled individual to join our team as a Trainee Health and Safety Advisor. This role presents an exceptional chance for career growth and professional development in the field of health and safety.The traineeship includes comprehensive training in risk assessments, fire...
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Financial Analyst Trainee
3 weeks ago
Birmingham, Birmingham, United Kingdom Agility Resoucing Full timeJob Title: Financial Analyst TraineeWe are Agility Resoucing, a leading accounting firm in the UK. We are seeking an experienced Graduate Trainee Accountant to join our team as a Financial Analyst Trainee.In this role, you will be responsible for preparing monthly management accounts, performing cash flow analysis, producing ad-hoc reports, and assisting the...
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Financial Services Trainee
1 week ago
Birmingham, Birmingham, United Kingdom Cooper Parry Full timeAt Cooper Parry, we're committed to helping you develop a successful career in audit and accountancy. As a Financial Services Trainee, you'll work with our experienced teams to assist in statutory audits for various clients across the East or West Midlands offices.You'll be responsible for reviewing and documenting client information, assessing the accuracy...
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Birmingham, Birmingham, United Kingdom Cooper Parry Full timeWe're seeking an ambitious and motivated individual to join our team as an Audit and Professional Qualifications Trainee. As a trainee, you'll work closely with our experienced teams to assist in statutory audits for various clients across the East or West Midlands offices.You'll be responsible for reviewing and documenting client information, assessing the...
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Protection Advisor
1 month ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJoin Our Team as a Protection Advisor and work on a Self-Employed Basis for Quilter Financial Planning, an award-winning network with a loyal client base.Your Key Responsibilities:• Provide high-quality and professional Protection advice to valued clients.• Effectively fact-find to establish clients' current finances, needs, and future aspirations.•...
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Financial Planning Professional
2 days ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJob Title: Financial Planning ProfessionalWe are seeking a motivated and ambitious individual to fill the role of financial planning professional. This position offers:A unique blend of personal satisfaction and professional growth.An excellent opportunity to develop expertise in financial advice and guidance.The successful candidate will receive...
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Wealth Management Advisor
2 days ago
Birmingham, Birmingham, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Description: Wealth Management AdvisorA fantastic chance to launch your career as a trainee financial adviser in a reputable national IFA company with offices in Birmingham.About UsWe are specialists in financial services recruitment, offering unique expertise and connections. We have an extensive network across the financial world, helping individuals...
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Financial Adviser Trainee
2 days ago
Birmingham, Birmingham, United Kingdom Recruit UK | Certified B Corp™ Full timeExcellent Opportunity for Career AdvancementAre you looking to further develop your advisory career? Recruit UK is working with a well-established national IFA company seeking a Trainee Financial Adviser to join their team in Birmingham. This role offers the chance to progress your career and work alongside experienced professionals in the financial services...
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Financial Planning Professional
4 weeks ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeJob Title: Administration PensionsAbout Us: Premier Jobs UK Limited is a rapidly growing financial planning firm in the Midlands. We are looking for a skilled Paraplanner to join our team and provide paraplanning support to our Senior Financial Advisors.Job Overview: As a Paraplanner, you will be responsible for providing comprehensive paraplanning support...