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Trainee Financial Adviser

2 months ago

Worcester UK, Worcestershire, United Kingdom Recruit UK | Certified B Corp™ Full time

Job Title: Trainee Financial Adviser

Industry: Financial Services

Location: Worcester

Salary: up to £45,000 (negotiable dependent on experience and qualifications)

Job reference: 9222


Job Description:

Recruit UK are recruiting for Trainee Fonancial Adviser role in Worcester. This is a fantastic opportunity that will offer you ongoing training with an experienced adviser. It’s a chance for you to shadow an experience adviser, get an understanding of the advice process and how she services her clients. With the view once you are fully trained and signed off, to inherit a number of her clients as your own and service them.


This role will offer you the chance to gain quality client facing experience.


This position would suit an experienced paraplanner or junior financial adviser wanting to progress into a Financial Advice position long term at a successful and reputable local company. You will be based in their Worcester office. Your role will be to shadow Lindsey and develop your advice skills, sit in on client meetings, taking notes and following up on the advice process after client meetings.


With the view in the long run once you are fully trained, to provide ongoing quality advice, servicing and building relationships with existing clients of the current adviser. You will be allocated these clients from the existing adviser for you to manage over time.

This role is an excellent opportunity that will provide you with the first step into the advice industry as a trainee financial adviser and develop as a quality adviser.


What’s in it for you:

· Basic salary up to £45,000 (increase negotiable dependent on skills, qualifications and experience)

· Offices in the centre of Worcester

· Allocated clients to service

· Generous bonus scheme

· 25 days holiday plus bank holidays

· Flexible working (home or office or client meetings) dependent on your working week, once fully traine

· DIS

· Auto enrolment pension


Skills and experience required:

· Working in a financial planning firm either as back office support or as a junior adviser

· Those seeking a step into financial advice and a long-term career move

· Level 4 Diploma (or near completion)

· Excellent communication skills, both verbal and literate

· Relationship building skills