Trainee Financial Adviser

3 hours ago


Newcastle upon Tyne, United Kingdom Heat Recruitment Full time

LocationNewcastle Salary £36000 - £40000 TypePermanent WorkplaceRemote Ref87611 Recruiter Managing This Role Trainee Financial Adviser Newcastle/North-East/Remote up to £40k This is an opportunity for someone Diploma Qualified with experience in paraplanning and back office administration to move into an adviser role within 6 months with support from an IFA. They are looking for someone with a good background in the industry and a desire to build up a client bank. Whats on offer? Additional adviser bonus scheme 25 days holiday + 8 days bank holiday 5% company pension contribution Flexible medical package Monthly bonus payments on 3X validation of salary. This exciting role will see a trainee financial adviser join the existing team of advisers in providing excellent financial advice to several clients within a specified region. The incoming adviser will be given clients to service. To apply for the role you will have the required level 4 qualification and minimum experience of working within paraplanning.  Principal Accountabilities / Main Responsibilities Providing 1st class advice to clients on wealth management covering pensions, investments, tax planning, savings and protection products. Working with the sizeable paraplanning and administration team to deliver timely reports and great customer service. The new adviser will be provided with a client bank, but they will be expected to grow the asset bank through bringing across additional assets where possible. Ability to learn and develop with the business as it grows.



  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Quilter Financial Planning Full time £20,000 - £40,000 per year

    Ready for a Career Change? Become a Qualified Financial Adviser through Quilter Academy – Opportunities available nationwideAre you exploring your next career move and looking for a role where you can make a meaningful impact?Do you:Enjoy helping others?Have a strong network of personal and professional connections?Aspire to build a fulfilling career with...


  • Newcastle Upon Tyne, United Kingdom Exchange Street Claims & Financial Services Full time

    **Frustrating isn’t it? All that hard work getting level 4 exams. The time, the cost, the missed social events. You took it to develop your career only to see your attempts at using it as an adviser stifled.**Wouldn’t it be nice to find a company that can offer a structured career path? The support to match your ambitions. One that will fund exams. A...


  • Newcastle upon Tyne, United Kingdom MB Fitzgerald Full time

    **Trainee Financial Planner - Newcastle - Salary £35-40K - Great Benefits package and Bonus structure** Mbf are working with one of the UKs largest & most successful Independent Financial Planning organisations to recruit a Trainee Financial Adviser. The client has an excellent reputation, they are a Chartered business that provide holistic advice to a...


  • Newcastle upon Tyne, United Kingdom Lowes Financial Management Full time

    **Department**:Lowes Financial Academy / Lowes Financial Management Limited **Post Title**:Financial Services Trainee **Reports to**:Lead Tutor at Lowes Financial Academy / Lowes Financial Management Ltd Financial Planner **Specific tasks include**: - Setting up meetings between the Academy leader and potential clients. - Sending course information to...


  • Newcastle Upon Tyne, United Kingdom Exchange Street Financial Services Full time

    **Frustrating isn’t it? All that hard work getting level 4 exams. The time, the cost, the missed social events. You took it to develop your career only to see your attempts at using it as an adviser stifled.** Wouldn’t it be nice to find a company that can offer a structured career path? The support to match your ambitions. One that will fund exams. A...


  • Newcastle Upon Tyne, United Kingdom Ortus PSR Full time

    **Trainee Financial Planner** **Location: Newcastle** **Salary: £45,000 + OTE** **Responsibilities**: - Technical support to our Adviser Team - Research the most suitable product and tax wrapper - Write suitability letter reports for investment, pension, protection and inheritance tax cases - Respond to technical client queries relating to trusts...

  • Financial Adviser

    1 hour ago


    Newcastle Upon Tyne, United Kingdom CFP JOBS Full time

    **Financial Adviser - Newcastle** **Based in Newcastle working from home and covering the North East** Our client is a national provider of Personal Wealth expertise, now seeking to build on their adviser numbers in various locations across the UK. Existing clients base supplied. As one of the most exciting Financial Services companies in the UK, they...


  • Newcastle Upon Tyne, United Kingdom Tempest Jones Full time

    **Trainee Financial Planner - North East** Are you a level 4 Qualified Paraplanner looking to take that next step into an advisory role? OR Are you working in bancassurance or a building society with Level 4 status looking for that golden opportunity to get full training and support to become a Financial Adviser? OR You have the Level 4 Diploma which...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Davies Talent Solutions Full time £25,000 - £35,000 per year

    BTS Careers Zone are working with a featured client who have a fantastic opportunity available for those looking to make the leap into financial advice.Opportunities like this, don't come around everyday and BTS are proud to be working with a firm that sees the value on encouraging new people into our industry as well as providing such a supportive...


  • Newcastle upon Tyne, United Kingdom London & Country Mortgages Full time

    Fun, rewarding and with the opportunity to develop and grow your career. That's life with L&C Mortgages, the UK's leading fee free mortgage and protection broker with over 160 awards to its name.Join us and you'll be part of a business that takes your progress seriously and wants you to enjoy being part of the L&C family. From ‘The Extra Mile' colleague...