Financial Adviser Trainee

2 days ago


Birmingham, Birmingham, United Kingdom Recruit UK | Certified B Corp™ Full time
Excellent Opportunity for Career Advancement
Are 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 industry.

The successful candidate will have a Level 4 diploma in financial advice, ideally with some experience in advising clients. You will be responsible for dealing with new and existing client enquiries, receiving full training to deliver financial planning and wealth management advice. Our client offers a competitive starting salary of £40,000, excellent uncapped bonuses, and a range of benefits including pension, DIS, PMI, and flexi-working arrangements.

In this role, you will work closely with a dedicated team of paraplanners, compliance specialists, and administrators to ensure that advice given is of the highest quality. You will also have the opportunity to deal with high-net-worth clients, build your own client base, and work towards obtaining Chartered status through our comprehensive exam training program.

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