Trainee Financial Adviser

1 week ago

Bristol, United Kingdom The Oakfield Group Full time

**Trainee Financial Adviser**

**Location: Bristol**

My client is committed to empowering their clients to make informed financial decisions. As a leading financial advisory firm, they offer a comprehensive range of services tailored to meet the unique needs and goals of each individual and business they serve. My client prides themselves on expertise, integrity, and dedication to providing exceptional client service.

This forward-thinking organisation are seeking a motivated and enthusiastic Trainee Financial Adviser to join their dynamic team. This is an excellent opportunity for individuals who are passionate about finance and eager to embark on a rewarding career in financial advice.

This is a Self-employed opportunity, with leads provided.

**Key Responsibilities**:

- Assist senior financial advisers in providing tailored financial advice to clients.
- Conduct research and analysis on financial products, market trends, and investment opportunities.
- Prepare financial reports, plans, and recommendations for clients.
- Attend client meetings alongside experienced advisers to gain hands-on experience.
- Collaborate with team members to develop and implement financial strategies.

**Qualifications**:

- Strong analytical, problem-solving, and mathematical skills.
- Excellent communication and interpersonal skills.
- Ability to work effectively in a fast-paced environment.
- Eagerness to learn and develop new skills in financial planning.

**What’s on Offer**:

- Comprehensive training, support and mentorship from experienced financial services experts.
- Opportunity for career growth and advancement within the company.
- A training programme that works, its tried and tested.

**Job Types**: Full-time, Part-time, Permanent

Pay: £20,000.00-£60,000.00 per year

Licence/Certification:

- diploma in financial planning? (required)

Work authorisation:

- United Kingdom (required)

Work Location: In person

  • Trainee Financial Adviser

    1 week ago

    Bristol, United Kingdom Ellis James Partners Ltd Full time

    Financial Adviser Taunton or Bristol (you chose) £30,000 - £40,000 + 40% IAF Whether you're a Level 4 trainee ready to step up, a banker wanting proper client-facing work, or an experienced adviser tired of the self‑empowered grind - this could be your next move. This is a servicing‑focused role where you get to build real relationships with...

  • Trainee Financial Adviser

    2 weeks ago

    Bristol, United Kingdom mbf. Full time

    **One of the UKs most successful Financial Planning & Investment Management organisations are seeking to recruit a Trainee Financial Planner to join their South West/Bristol team.** This is an exceptional opportunity for an aspiring Financial Adviser who is looking to join a forward thinking, market leader who will provide you with first class training &...

  • Financial Adviser

    5 days ago

    Bristol, United Kingdom Ellis James Partners Limited Full time

    OverviewFinancial Adviser Taunton or Bristol (you chose) £30,000 - £40,000 + 40% IAF. Whether you're a Level 4 trainee ready to step up, a banker wanting proper client-facing work, or an experienced adviser tired of the self-employed grind - this could be your next move. This is a servicing-focused role where you get to build real relationships with...

  • Financial Sales Adviser

    1 week ago

    Bristol, United Kingdom Jigsaw Financial Full time

    **Financial Sales Adviser - Covering Central Bristol and the surrounding area: £28,000 to £45,000: Company Car, Laptop, Mobile and excellent benefits package** Jigsaw Financial are recruiting self motivated and target individuals to join our growing sales team, this position would be covering Bristol We are on an expansion drive and are looking for new...

  • Independent Financial Adviser

    2 weeks ago

    Bristol, United Kingdom Continuum (Financial Services) LLP Full time

    Earn More. Be Valued. Grow Capital.Continuum is an Independent financial advisory business and brand created for the modern era.A fresh and modern business that is a recognised leader in the financial advisory sector and aims to be viewed by clients, advisers, our people, our strategic partners and the regulator as the quality benchmark others should aspire...

  • Trainee Financial Planner

    6 days ago

    Bristol, United Kingdom Ortus PSR Full time

    A Chartered Financial Advisory firm in the Bristol area that works with some of the region's most influential people is looking to take on a Trainee Financial planner to work directly with the Managing Director. The team is interested in meeting with Paraplannersor Associate Advisors who are looking to take a step up and develop their knowledge. If you have...

  • Financial Adviser

    1 day ago

    Bristol, United Kingdom Truestar Talent Ltd Full time

    Financial Planner (Desk-based) Bristol - (Homebased) Permanent Salary £45,000-£50,000 with 10K bonus on KPIs My client has become a driving force within the independent financial advisory and employee benefits sector. With Financial Planners and Corporate Consultants spanning the UK, they give their clients the power to take control of their financial...

  • Financial Adviser

    4 days ago

    Bristol, United Kingdom Recruit UK Full time

    Job Title: Financial AdviserLocation: BristolSalary: Up to £80,000 + Bonus + ClientsJob Ref: 10035Job Description: An excellent opportunity has arisen for an experienced and motivated Financial Adviser to join a growing, forward-thinking financial planning business with offices in Bristol.This role provides an exciting platform to deliver independent,...

  • Financial Adviser

    2 weeks ago

    Bristol, United Kingdom mbf. Full time

    One of the UKs most successful Financial Planning & Investment Management organisations are seeking to recruit an additional Financial Planner to join their South West/Bristol team. The organisation is seeking to recruit a 'desk based' Financial Adviser, the role will be focussed on servicing the companies existing clients mainly remote via video &...

  • Junior Financial Adviser

    7 days ago

    Bristol, United Kingdom RGH-Global Limited Full time

    Junior Financial Adviser Location: Bristol (Hybrid / Flexible Working) Other locations may be consideredSalary: benefits study support Client Bank Provided The Company Our client is a highly regarded forward-thinking wealth management firm with a strong reputation for delivering holistic financial planning and exceptional client service. Due to continued...