Trainee Financial Advisor

2 weeks ago

London, United Kingdom Click and Connect Online Limited Full time

Trainee Financial Advisor

Our client, a distinguished financial services firm, is seeking a motivated Trainee Advisor who is eager to progress to a Full Advisor position within 18 months. This role presents a remarkable opportunity for career development in the dynamic field of financial advising.

Role Overview:

The Trainee Advisor will primarily assist with client services, supporting the management and development of client relationships. The successful candidate will be entrusted with a book of clients and will be responsible for maintaining and enhancing client satisfaction.

Key Responsibilities:

- Provide comprehensive support to senior advisors in managing client portfolios.

- Engage with clients to understand their financial goals and assist in developing strategies to achieve them.

- Ensure compliance with regulatory standards and maintain up-to-date knowledge of the financial market.

Qualifications:

- Candidates must be on the path to or have completed their Level 4 qualifications.

- A strong interest in financial markets and personal financial planning.

- Excellent communication and interpersonal skills.

Salary & Benefits:

- A starting salary of £2,000 GBP per month, negotiable based on the candidate's experience and qualifications.

- In addition to the salary, the role offers the potential to earn commission based on performance with the existing book of clients.

- This role provides an excellent platform for growth within the financial services industry, particularly in the offshore market.

Why?

- Work with a portfolio of clean assets.

- Be part of a firm that values transparency and integrity in managing client investments.

- Accelerate your career growth with hands-on experience and structured progression towards becoming a Full Advisor.

Application Process:

If you are ambitious, driven, and ready to take the next step in your financial advising career, we invite you to apply. Please submit your CV and cover letter, outlining your suitability for the role and your career aspirations.

Our client is committed to fostering a diverse and inclusive work environment. We welcome applications from all qualified individuals.

  • Trainee Financial Advisor

    3 weeks ago

    London, United Kingdom Financial Lifestyle Management LTD Full time

    Location: London Contract Type: Permanent/ Full time Salary: 35,000 Benefits: Pension, PMI, Bupa Cashplan, Wagestream (flexible pay), Perkbox, Techscheme, Volunteer days, Birthday lie in, EAP, Wellbeing support. Are you ready to carve your own path in the world of finance? Do you have a passion for helping others achieve their financial goals...

  • Trainee Financial Advisor

    3 weeks ago

    London, United Kingdom Financial Lifestyle Management LTD Full time

    Location: London Contract Type: Permanent/ Full time Salary: 35,000 Benefits: Pension, PMI, Bupa Cashplan, Wagestream (flexible pay), Perkbox, Techscheme, Volunteer days, Birthday lie in, EAP, Wellbeing support. Are you ready to carve your own path in the world of finance? Do you have a passion for helping others achieve their financial goals...

  • Trainee Financial Advisor

    1 week ago

    London, United Kingdom Independent Resourcing Consultancy Full time

    **Trainee Financial Advisor**: - Job Reference: 1554 - Date Posted: 23 April 2024 - Recruiter: Independent Resourcing Consultancy - Location: London - Salary: On Application - Sector: Financial Advisers - Job Type: Permanent - Contact: Maria Inglis Our client, a distinguished financial services firm, is seeking a motivated Trainee Advisor who is eager to...

  • Trainee Financial Advisor

    2 weeks ago

    London, United Kingdom Click and Connect Online Limited Full time €2,000

    Trainee Financial Advisor Our client, a distinguished financial services firm, is seeking a motivated Trainee Advisor who is eager to progress to a Full Advisor position within 18 months. This role presents a remarkable opportunity for career development in the dynamic field of financial advising. Role Overview: The Trainee Advisor will primarily assist...

  • Trainee Financial Advisor

    2 weeks ago

    London, United Kingdom Click and Connect Online Limited Full time €2,000

    Trainee Financial Advisor Our client, a distinguished financial services firm, is seeking a motivated Trainee Advisor who is eager to progress to a Full Advisor position within 18 months. This role presents a remarkable opportunity for career development in the dynamic field of financial advising. Role Overview: The Trainee Advisor will primarily assist...

  • Trainee Financial Advisor

    2 weeks ago

    London, United Kingdom Independent Resourcing Consultancy Ltd Full time €2,000

    Trainee FinancialAdvisor Our client, a distinguished financial services firm, is seeking a motivated Trainee Advisor who is eager to progress to a Full Advisor position within 18 months. This role presents a remarkable opportunity for career development in the dynamic field of financial advising. Role Overview: The Trainee Advisor will primarily assist...

  • Trainee Financial Advisor

    2 weeks ago

    London, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Trainee FinancialAdvisor Our client, a distinguished financial services firm, is seeking a motivated Trainee Advisor who is eager to progress to a Full Advisor position within 18 months. This role presents a remarkable opportunity for career development in the dynamic field of financial advising. Role Overview: The Trainee Advisor will primarily...

  • Trainee Financial Advisor

    2 weeks ago

    London, United Kingdom Click and Connect Online Limited Full time

    Trainee Financial Advisor Our client a distinguishedfinancial services firm is seeking a motivated Trainee Advisor whois eager to progress to a Full Advisor position within 18 months.This role presents a remarkable opportunity for career developmentin the dynamic field of financial advising.Role Overview:The Trainee Advisor will primarily assist with...

  • Trainee Financial Adviser

    3 weeks ago

    London, United Kingdom Financial Lifestyle Management Ltd Full time

    Location: LondonContract Type: Permanent/ Full timeSalary: £35,000Benefits: Pension, PMI, Bupa Cashplan, Wagestream (flexible pay), Perkbox, Techscheme,Volunteer days, Birthday lie in, EAP, Wellbeing support.Are you ready to carve your own path in the world of finance? Do you have a passion for helping others achieve their financial goals while pursuing...

  • Trainee Financial Adviser

    4 weeks ago

    London, United Kingdom Financial Lifestyle Management Ltd Full time

    Location: LondonContract Type: Permanent/ Full timeSalary: £35,000Benefits: Pension, PMI, Bupa Cashplan, Wagestream (flexible pay), Perkbox, Techscheme,Volunteer days, Birthday lie in, EAP, Wellbeing support.Are you ready to carve your own path in the world of finance? Do you have a passion for helping others achieve their financial goals while pursuing...

  • Trainee Financial Advisor

    2 weeks ago

    London, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Trainee Financial Advisor Our client a distinguishedfinancial services firm is seeking a motivated Trainee Advisor whois eager to progress to a Full Advisor position within 18 months.This role presents a remarkable opportunity for career developmentin the dynamic field of financial advising.Role Overview:The Trainee Advisor will primarily assist with...

  • Graduate Trainee Financial Advisor

    2 weeks ago

    London, United Kingdom Click and Connect Online Limited Full time €2,000

    Trainee Financial Advisor Our client, a distinguished financial services firm, is seeking a motivated Trainee Advisor who is eager to progress to a Full Advisor position within 18 months. This role presents a remarkable opportunity for career development in the dynamic field of financial advising. The Trainee Advisor will primarily assist with client...

  • Graduate Trainee Financial Advisor

    2 weeks ago

    London, United Kingdom Click and Connect Online Limited Full time €2,000

    Trainee Financial Advisor Our client, a distinguished financial services firm, is seeking a motivated Trainee Advisor who is eager to progress to a Full Advisor position within 18 months. This role presents a remarkable opportunity for career development in the dynamic field of financial advising. The Trainee Advisor will primarily assist with client...

  • Trainee Financial Advisor

    2 months ago

    London, United Kingdom Executive Recruitment LTD Full time

    Due to recent growth, we are currently recruiting aspiring financial advisors to join one of the largest institutions in the UK. We offer a bespoke service to high-net-worth individuals and institutions looking for a structured investment portfolio and retirement planning. The work environment is open and collaborative, where employees are rewarded based...

  • Graduate Trainee Financial Advisor

    6 days ago

    London, Greater London, United Kingdom Click and Connect Online Limited Full time £2,000

    Trainee Financial Advisor Our client, a distinguished financial services firm, is seeking a motivated Trainee Advisor who is eager to progress to a Full Advisor position within 18 months. This role presents a remarkable opportunity for career development in the dynamic field of financial advising. The Trainee Advisor will primarily assist with client...

  • Trainee Financial Advisor

    1 week ago

    London, United Kingdom Regal Brooke Limited Full time

    Trainee Financial Advisor Location: Nationwide (Multiple office locations) Are you passionate about finance and eager to embark on a rewarding career in the financial services industry? Look no further! We are currently seeking enthusiastic individuals to join our dynamic team as Trainee Financial Advisors. This is a remarkable opportunity to gain hands-on...

  • Graduate Trainee Financial Advisor

    2 weeks ago

    London, United Kingdom Independent Resourcing Consultancy Ltd Full time €2,000

    Trainee FinancialAdvisor Our client, a distinguished financial services firm, is seeking a motivated Trainee Advisor who is eager to progress to a Full Advisor position within 18 months. This role presents a remarkable opportunity for career development in the dynamic field of financial advising. The Trainee Advisor will primarily assist with client...

  • Trainee Financial Adviser

    3 weeks ago

    London, United Kingdom Financial Lifestyle Management LTD Full time

    Location: London Contract Type: Permanent/ Full time Salary: 35,000 Benefits: Pension, PMI, Bupa Cashplan, Wagestream (flexible pay), Perkbox, Techscheme, Volunteer days, Birthday lie in, EAP, Wellbeing support. Are you ready to carve your own path in the world of finance? Do you have a passion for helping others achieve their financial goals...

  • Trainee Financial Adviser

    3 weeks ago

    London, United Kingdom Financial Lifestyle Management LTD Full time

    Location: London Contract Type: Permanent/ Full time Salary: 35,000 Benefits: Pension, PMI, Bupa Cashplan, Wagestream (flexible pay), Perkbox, Techscheme, Volunteer days, Birthday lie in, EAP, Wellbeing support. Are you ready to carve your own path in the world of finance? Do you have a passion for helping others achieve their financial goals...

  • Trainee Financial Adviser

    3 weeks ago

    London, United Kingdom Financial Lifestyle Management LTD Full time

    Location: London Contract Type: Permanent/ Full time Salary: 35,000 Benefits: Pension, PMI, Bupa Cashplan, Wagestream (flexible pay), Perkbox, Techscheme, Volunteer days, Birthday lie in, EAP, Wellbeing support. Are you ready to carve your own path in the world of finance? Do you have a passion for helping others achieve their financial goals...