Financial Services Trainee

2 days ago

Sunderland, Sunderland, United Kingdom Robinson Financial Careers Full time
Unlock Your Potential in Financial Services

A dynamic opportunity has arisen for driven individuals to join our esteemed graduate program at a leading Chartered Wealth Management House, located in a thriving business park.

We seek a strong and confident communicator with a passion for the financial advice sector. The ideal candidate will have a keen appreciation for delivering exceptional service to consumers and a willingness to commit to ongoing professional development.

As a graduate trainee, you will embark on a comprehensive journey, commencing with a trainee financial adviser role. You will spend time familiarizing yourself with the key business units within the group, managing adviser platform subscriptions, and handling inbound enquiries from prospective clients.

Throughout your progression, you will complete industry-recognized certifications, including R01, R05, and R03 modules. You will also contribute to the development of systems and processes to enhance the client experience.

As you advance, you will take on more responsibilities, including arranging qualified appointments, promoting customer programs, and supporting marketing activities. Ultimately, you will be offered a financial adviser role, providing whole-of-market protection advice and a restricted wealth management offering to clients nationwide.

We offer a competitive compensation package, including 25 days annual leave, auto-enrolment pension, and training towards industry-recognized certifications. Join our team and embark on a rewarding career in financial services.

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