Trainee Financial Advisor

2 weeks ago

London, United Kingdom Independent Resourcing Consultancy Ltd 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

    2 weeks 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 Adviser

    3 days 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

    15 hours 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

    15 hours 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

    4 days ago

    South East London, United Kingdom Financial Lifestyle Management Ltd Full time €35,000

    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 while...

  • Trainee Financial Adviser

    3 days ago

    South East London, United Kingdom Financial Lifestyle Management Ltd Full time €35,000

    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 while...

  • Trainee Financial Adviser

    5 days ago

    London, United Kingdom Financial Lifestyle Management Ltd Full time €35,000

    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 while...

  • Trainee Financial Adviser

    4 days ago

    London, United Kingdom Financial Lifestyle Management Ltd Full time €35,000

    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 while...

  • Financial Advisor

    1 week ago

    London, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application.This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent...

  • Trainee Financial Advisor, London

    1 month ago

    London, United Kingdom deverellsmith Full time

    My client are a leading regulated UK Financial Advice Firm who are planning to grow considerably in 2023. They are looking to hire ambitious trainees to go through their extensive training programme. please note that all applicants must have the relevantqualifications. **How my client will support you**: They will provide bespoke support, to smooth your...

  • Trainee Telemarketing Advisor

    1 week ago

    London, United Kingdom Limitless Prospects Ltd TA Success Moves Full time

    Trainee Telemarketing Advisor My client is looking for three trainee Telemarketing Advisors to train as brokers that are experienced in conducting business on the telephone. You may have had your Telemarketing experience from any sector. Any sales experience is considered especiallyexperience door to door or fundraising. - Very high-income potential - Full...

  • Financial Advisor

    2 days ago

    London, England, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application.This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent...

  • Trainee Mortgage Advisor

    1 day ago

    London, United Kingdom Placing Faces Full time

    **The Company;** A HNW Mortgage Brokerage based in Islington, who are looking for a Client Services/Trainee Mortgage Advisor, and always put the customer at the forefront of everything they do. **Responsibilities as a Trainee Mortgage Advisor;** - First port of call for the clients - Filling out fact finds with all relevant information - Liaising with...

  • Graduate Trainee Financial Advisor

    2 days ago

    London, United Kingdom Artemis Recruitment Consultants Ltd Full time €30,000

    Graduate Trainee Financial Planner - London Graduate Trainee Financial Planner - London Our client is looking for a recent Graduate to join their team as a Trainee Financial Planner in their London office. This would be a fantastic opportunity for a candidate to gain broad experience and train towards becoming a fully qualified Financial Planner. You...

  • Graduate Trainee Financial Advisor

    2 days ago

    London, United Kingdom Artemis Recruitment Consultants Ltd Full time €30,000

    Graduate Trainee Financial Planner - London Graduate Trainee Financial Planner - London Our client is looking for a recent Graduate to join their team as a Trainee Financial Planner in their London office. This would be a fantastic opportunity for a candidate to gain broad experience and train towards becoming a fully qualified Financial Planner. You...

  • Trainee Financial Advisor

    6 days ago

    London, United Kingdom Oakfield Group - Specialist Headhunters Full time

    Job Title:Trainee Financial AdvisernLocation:100% Remote within the United KingdomnContract Type:Self-EmployedIn order to be eligible to apply youmustmeet the following requirements:nYou must hold a CII Diploma in Regulated Financial Planning (or equivalent) OR have started your studies towards completionnBe currently residing in the UK, with full,...

  • Trainee Financial Advisor

    5 days ago

    London, United Kingdom Oakfield Group - Specialist Headhunters Full time

    Job Title:Trainee Financial AdvisernLocation:100% Remote within the United KingdomnContract Type:Self-EmployedIn order to be eligible to apply youmustmeet the following requirements:nYou must hold a CII Diploma in Regulated Financial Planning (or equivalent) OR have started your studies towards completionnBe currently residing in the UK, with full,...

  • Trainee Financial Adviser

    2 days ago

    London, United Kingdom Financial Divisions Full time

    **Excellent training, mentoring, study support. career development, hybrid working** **Calling all 2023 GRADUATES (Career in wealth management)** Our client is an established and expanding practice based in central London where the Advisers believe in nurturing their relationship with their client to make a real difference to their clients’ financial...

  • Graduate Trainee Financial Advisor

    2 days ago

    London, United Kingdom Artemis Recruitment Consultants Ltd Full time €20,000 - €26,000

    Type of Position: Trainee Financial Adviser - London Trainee Financial Adviser - London We are working with a client in London looking for a confident, motivated and organised individual to join their team and have the opportunity to train to become a fully qualified Financial Adviser. The successful candidate will ideally be at graduate level, and will...

  • Graduate Trainee Financial Advisor

    2 days ago

    London, United Kingdom Artemis Recruitment Consultants Ltd Full time €20,000 - €26,000

    Type of Position: Trainee Financial Adviser - London Trainee Financial Adviser - London We are working with a client in London looking for a confident, motivated and organised individual to join their team and have the opportunity to train to become a fully qualified Financial Adviser. The successful candidate will ideally be at graduate level, and will...