Trainee Financial Adviser

2 weeks ago

London, United Kingdom Coast Partnership Full time

**An outstanding opportunity has arisen for a trainee adviser to join a boutique IFA practice based in The City. **Servicing a broad range of HNW & UHNW clients this is a fantastic opportunity for an Adviser to join and expand their client base.
- Working within an experienced team, giving advice to an array of clients over different sectors.
- Providing a broad range of advice from pensions and investments through to complex IHT planning strategies.
- Client meetings will be held in office, remotely or externally.
- Becoming a key member of the team, helping to grow and develop the business.
- Paraplanning and administration support will be provided

**Person Specification**:

- A qualified Adviser, level 4 Diploma as minimum
- A self-starter who is motivated and has experience of strong client relationships.
- Consultative manner (not a salesperson) with an exceptional compliance record

**There is a real cameraderie amongst the team so someone who is personable and dynamic would be a great fit.**

**This job is active and currently hiring.**

**Salary**: £35,000.00-£45,000.00 per year

**Benefits**:

- Company car
- Company events
- Company pension
- Flexitime
- Private medical insurance
- Referral programme
- Sick pay
- Work from home

Schedule:

- 8 hour shift

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- London: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Financial planning: 2 years (required)

Work Location: One location

  • Financial Adviser

    4 days ago

    London, Greater London, United Kingdom St. James's Place Financial Adviser Academy Full time £40,000 - £80,000 per year

    A new challenge. A new culture. A new perspective. If you're looking for a role that provides you with autonomy, meritocracy and flexibility, you've come to the right Place. St. James's Place.Launch a rewarding career.Grow a successful business. Build long-term relationships. Offer life-changing advice. No matter your circumstance we offer opportunities for...

  • Trainee Financial Adviser

    2 days ago

    London, United Kingdom Financial Lifestyle Management Full time

    Job Advert Are you ready to carve your own path in the world of finance? Do you have a passion for helping others achieve their financial goals while pursuing your own dreams of success? If the answer is yes, this opportunity could be perfect for you. We are FLM, a fast growing wealth management company who look after over £1.65bn of client money across...

  • Self Employed Mortgage Adviser

    5 days ago

    London, United Kingdom Capricorn Financial Consultancy Full time

    Self-Employed Mortgage Adviser (Experienced & Trainees with Proven Sales Backgrounds)💰 £100k+ Year 1 realistic earnings | £150–200k Year 2 | Top performers £250k+📍 Must live within 45 minutes of Hammersmith | Self-employed | Commission-only About Us Capricorn Financial is London’s highest-performing mortgage brokerage, trusted by FTSE 100...

  • Self Employed Mortgage Adviser

    2 weeks ago

    London Area, United Kingdom Capricorn Financial Consultancy Full time

    Self-Employed Mortgage Adviser (Experienced & Trainees with Proven Sales Backgrounds) £100k+ Year 1 realistic earnings | £150–200k Year 2 | Top performers £250k+ Must live within 45 minutes of Hammersmith | Self-employed | Commission-only About Us Capricorn Financial is London’s highest-performing mortgage brokerage, trusted by FTSE 100 developers and...

  • Financial Adviser

    1 week ago

    London Area, United Kingdom Financial Divisions Full time £18,000 - £55,000 per year

    Financial Adviser (Servicing existing clients only)£65-£70k plus bonus and excellent benefits packageLondon (East)Our client is a highly regarded and award winning boutique Wealth Management firm based in East London, who have no interest in selling to a consolidator. We have worked closely with them for over 6 years, placing a number of staff within the...

  • Self Employed Mortgage Adviser

    2 weeks ago

    London, United Kingdom Capricorn Financial Consultancy Full time

    Self-Employed Mortgage Adviser(Experienced & Trainees with Proven Sales Backgrounds)💰 £100k+ Year 1 realistic earnings | £150–200k Year 2 | Top performers £250k+📍 Must live within 45 minutes of Hammersmith | Self-employed | Commission-onlyAbout UsCapricorn Financial is London’s highest-performing mortgage brokerage, trusted by FTSE 100...

  • Self Employed Mortgage Adviser

    1 week ago

    London, United Kingdom Capricorn Financial Consultancy Full time

    Self-Employed Mortgage Adviser(Experienced & Trainees with Proven Sales Backgrounds) £100k+ Year 1 realistic earnings | £150–200k Year 2 | Top performers £250k+ Must live within 45 minutes of Hammersmith | Self-employed | Commission-onlyAbout UsCapricorn Financial is London's highest-performing mortgage brokerage, trusted by FTSE 100 developers and...

  • Self Employed Mortgage Adviser

    24 hours ago

    London, United Kingdom Capricorn Financial Consultancy Full time

    Self-Employed Mortgage Adviser(Experienced & Trainees with Proven Sales Backgrounds) £100k+ Year 1 realistic earnings | £150–200k Year 2 | Top performers £250k+ Must live within 45 minutes of Hammersmith | Self-employed | Commission-onlyAre you ready to apply Make sure you understand all the responsibilities and tasks associated with this role before...

  • Self Employed Mortgage Adviser

    5 days ago

    London Area, United Kingdom Capricorn Financial Consultancy Full time

    Self-Employed Mortgage Adviser(Experienced & Trainees with Proven Sales Backgrounds)💰 £100k+ Year 1 realistic earnings | £150–200k Year 2 | Top performers £250k+📍 Must live within 45 minutes of Hammersmith | Self-employed | Commission-onlyAbout UsCapricorn Financial is London’s highest-performing mortgage brokerage, trusted by FTSE 100...

  • Independent Financial Adviser

    1 week ago

    London, United Kingdom AFH Financial Group Full time

    **Independent Financial Adviser - Location of clients City of London** At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future...