Trainee Financial Advisor

7 days ago


Manchester, Greater Manchester, United Kingdom RedTusk Talent Full time

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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