Trainee Financial Adviser

2 weeks ago


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

Job Title: Trainee Financial Adviser

Industry: Financial Services

Location: Birmingham

Salary: £40,000

Job Ref: 9426


Are you looking for a new challenge? Are you wanting to further develop your advisory career? Are you looking for an excellent opportunity to progress your career as a trainee financial adviser?


Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well-established national IFA company with opportunities at their offices in Birmingham.


My client is a leading UK wealth management and private client financial advice firm. They are looking for level 4 diploma qualified in financial advice professionals, ideally with some advice experience. You will be dealing with new and existing client enquiries. Receive full training, to deliver financial planning and wealth management advice, working with a paraplanning team to ensure advice given is of the highest quality.


What’s in it for you:

  • Competitive starting salary £40k
  • Excellent uncapped bonuses
  • Excellent Benefits including Pension, DIS, PMI
  • Flex working - office/home based
  • Opportunity to deal with High Net Worth Clients and build own client base
  • Full exam training, days off to study towards obtaining level 6 Chartered status
  • Work alongside dedicated team of Paraplanners, Compliance and Administrators
  • Join established Financial Adviser teams in their Birmingham office


Skills and experience required:

  • Diploma (Dip PFS) or equivalent
  • Ideally, some Advice experience


As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well established UK Independent Financial Advice firm in Birmingham on a Trainee Financial Adviser role.


Our commitment to you

  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.



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