Trainee Independent Financial Adviser

4 weeks ago


Cheltenham, United Kingdom The Burford Recruitment Company Ltd Full time

Mentored by Director

* Remote based role

* Given an established book of business

* No need to develop your own leads

* Support towards achieving Chartered status

The Burford Recruitment Company are delighted to be working with a local, highly successful, independent financial planning business. The team are dedicated to providing exceptional service, and are now looking for a talented individual to join them in delivering tailored financial advice to a well-established client bank.

The Role

We are seeking a Level 4 diploma-qualified candidate, ideally based in the Gloucestershire/Cheltenham area, to provide ongoing advice to a portfolio of established clients. This is an excellent opportunity for someone currently working as a Trainee Financial Adviser, Paraplanner, or in a client support role, who is keen to progress in their career.

Key responsibilities include:

* Building and nurturing relationships with your allocated clients.

* Servicing and managing clients through face-to-face and online meetings

* Focusing on client care without the need to source or develop your own leads.

The ideal candidate will bring:

* Self-sufficiency, self-motivation, and ambition.

* Excellent interpersonal and communication skills.

* A commitment to loyalty and professional growth.

On Offer

* Salaried role with a competitive starting salary and regular reviews based on your productivity and client success.

* Opportunity to develop your profile as an adviser and take on new clients.

* Support towards achieving Chartered status if desired.

* A chance to work remotely while maintaining strong local client connections in Gloucestershire.

If you’re ready to take the next step in your financial advisory career with a firm that values dedication and client care, we’d love to hear from you



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