Trainee Financial Advisor
7 days ago
Trainee Financial Adviser – Manchester – Leading Investment Management Firm
We are currently recruiting for an exciting opportunity for a highly motivated sales professional to join a leading financial planning and investment management firm based in Manchester.
The company is forward-thinking and prioritises values such as innovation, long-term learning and development, and, most importantly, client satisfaction.
They have an industry-leading learning and development program and a proven formula for success, which has created a blueprint for trainees to become extremely successful in the world of financial advice.
You will ideally be an existing Level 4 qualified advisor looking to make a change or a driven sales professional seeking to transition into the world of financial advice.
Position: Financial Adviser
Key Responsibilities:
- Provide high-quality financial advice to clients.
- The ability to self-generate and drive new business
- Manage existing clients and develop new relationships
- The ability to cooperate with the wider team and drive new business ideas
- Conduct all client meetings remotely via Teams.
Highlights:
- Competitive Base Salary + Bonuses
- State-of-the-Art City Centre Offices
- Industry-Leading Training Programs
- Incentive Company Trips
Requirements:
- Proven sales experience in a consultative environment
- Strong desire to cultivate new business relationships
- Ability to self-generate results
- Degree from a Russell Group University or strong A-levels
- Ideally, a Level 4 Diploma (LIBF, CISI, or CII), but not essential
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