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Feeling stuck in your current career but don't know where to turn? We understand that the thought of retraining can be daunting, but what if we told you that you could have a rewarding career in financial services? Our award-winning partner client is seeking motivated professionals like you to join their team as a Trainee Mortgage Advisor. You'll receive fully funded development through their comprehensive program, along with a flexible working model and modern office space. And with a minimum starting salary of £42k, your earning potential will be limitless. This opportunity would suit already successful professionals who are seeking a change and ready to make the jump into a new profession. With a guaranteed higher rate starting salary, this position is perfect for those looking to make a lucrative career move. Apply now and take the first step towards a fulfilling and rewarding future! The training academy offers a limited number of outstanding individuals, with no previous experience in providing advice, the opportunity to become a successful advisor. This is your chance to quickly become an integral team member and take your career to new heights! Responsibilities of the Trainee Mortgage Advisor: Conducting client consultations to assess their financial needs and objectives Advising clients on mortgage products and services Managing client relationships and building long-term trust Ensuring compliance with relevant regulations and guidelines Requirements of the Trainee Mortgage Advisor: Strong communication and interpersonal skills Proven ability to build relationships and work effectively in a team Willingness to learn and develop new skills Ability to work in a fast-paced and dynamic environment Full UK driving license is essential Important notice: This role will commence in October 2024 and initial shortlisting will begin in June 2024 If you're ready to jump into a new career, we want to hear from you. Contact Ellis Mears at Pertemps Gloucester for full details.
Trainee Financial Adviser Milton Keynes £24,000 - £35,000 basic whilst in training for first 12 months Leads provided. Are you an aspiring Financial Adviser who is passionate about the Financial Services Industry and would like to develop as part of a flourishing and exciting firm? If you'd like an employed role in which you can start without prior experience and gain your qualifications (if you haven't already), this could be the role for you. You will have access to industry leading training and support to develop from an administrative position, in which you learn processes and systems whilst you study towards your qualifications, to shadow the Principal and become more customer facing as you grow in confidence and become more proficient. After approximately 12-18 months, you will benefit from further training and career development to enhance your skills and continue your journey from being a Trainee Adviser into a fully-fledged, proficient expert Financial Adviser. The firm is well established, growing and has an outstanding reputation in the market. They offer a positive working culture, with leads provided and continued support from the business to enable you to build up your skills and confidence. This is an office-based role, dealing with clients face to face and virtually. As an adviser, you will benefit from having access to a comprehensive administrative support service and will be part of a top performing team with a true focus on quality and great customer outcomes. Duties initially as part of the support team: Initially carrying out an administrative role, supporting advisers with their administrative requirements. Maintaining robust and accurate records on the internal CRM. Undertake basic fact find activities. Identify new business opportunities from existing client bank and previous advice opportunities, together with other available sources. Liaise with advisers, clients and finance providers to implement recommended advice. Prepare presentation pack including collating all relevant and appropriate forms, reports, additional documents and brochures using the appropriate checklists. Undertake research to identify suitable solutions to meet the clients' needs. Monitor and maintain client assets on Platform. Ensure all compliance paperwork is on file and in order. Monitor progress of new business cases and respond to queries or requests for further information. Key duties as you develop into an advice role: Fulfilling ongoing servicing requirements to existing clients, carrying out reviews relating to pensions and investments. Carrying out remote meetings and establishing client requirements. Liaising effectively with the administrative team to ensure all paperwork is completed and records are up to date. Delivering an excellent level of service on all financial advice, and working with clients to achieve excellent customer outcomes. Ascertaining the future financial planning needs of clients. Keeping up to date with all industry knowledge and market developments. Partaking in ongoing training and CPD. Obtaining client referrals and growing the client base to enable future development. Meeting all regulatory requirements and working in line with FCA and industry standards. This is a role that rarely arises in the industry, for an exceptional firm who are supported by an award-winning network. You will have access to a competitive bonus scheme, continual career development and progression opportunities, and will have access to leads from day-one of your Financial Adviser journey to facilitate your personal advancement, from Trainee Financial Adviser, to an accomplished and highly regarded industry expert. If you want to be a part of the exciting evolution of this business, get in touch and don't delay. Send your CV in application or get in touch for more information. Synonyms: Mortgage Adviser, Mortgage and Protection Adviser, Financial Adviser, Financial Advice, Insurance Adviser, Financial Services, Business Development, Mortgages, Wealth Advice, Pensions, Investment
Role: Trainee Financial Adviser Package: Open to Negotiation Bonus Benefits Clients Provided Our client, one of the UK's largest financial advisory firms, is looking for trainee advisers to join the business; Working predominantly within wealth management, the firm have bases all over the country that are eager to find driven, engaging, and ambitious professionals who wish to begin a career as a financial adviser. Due to their strong focus on developing and maintaining long-term and trusted client relationships, it is highly important to the firm that their trainee advisers possess honesty, loyalty, integrity, and an excellent work ethic. To be successful within this role, it is imperative that you will be a highly motivated, enthusiastic, and hard-working individual who can confidently and competently build strong rapport with their clients; Additionally, it will be crucial to maintain long-lasting client relationships while always developing new client relationships and opportunities. If you have experience within a face-to-face or client dealing role, and you either possess or are studying for the level 4 diploma in financial advice (CII, LIBF, or CISI), then the firm are eager to speak with you. Key Responsibilities You will provide financial advice to prospective and existing clients, meeting their financial goals and objectives; You must undertake frequent client meetings with existing and prospective clients while always providing a consistent service to all levels of client regardless of their business requirement. You will professionally service the needs of existing clients while creating new opportunities via networking and referrals. You will create a business plan with management and work towards agreed targets and goals; You will subsequently work hard to achieve business quality standards that comply with the firm's procedures as set out in the agreed original (and future) business plan. You must act in a compliant manner and deliver an outstanding level of customer service while ensuring that you adhere to the FCA rules and regulations; To ensure maintenance of competence, you will regularly review your training needs and, in conjunction with your supervisor, you will address those needs in an appropriate and timely manner. You will undertake regular professional development to ensure that each client receives up-to-date and appropriate advice; Going forward, you will be fully supported in successfully completing regulatory training. In line with business standards, you will ensure that all client data, business transactions and information are recorded in a timely manner; Alongside this, you will communicate and liaise effectively with the back-office, management, and marketing teams. About You You must have achieved or be working towards the level 4 diploma in financial advice (CII, LIBF, or CISI); Current or previous evidence of CAS/CF30 is desired but not essential. You must have a keen interest in financial advice/wealth management as-well as be motivated to develop your knowledge on all associated advice areas (including investments, pensions, protection, and tax planning). You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study/training where appropriate. You must be hard-working, enthusiastic, confident, and articulate with a strong commitment to delivering an excellent client experience/service; You will have a strong ability to build long-term relationships with clients. You will be a confident and charismatic individual with excellent sales and presentation skills; You will also be driven and highly motivated to achieve and exceed business targets. You must have exceptional interpersonal and organisational skills; You will have the ability to work individually as well as part of a team. You will be IT literate. Options As an Employed Adviser, you will have the opportunity to manage your clients with back-office support and on-going personal development guidance; The package on offer can be tailored to suit your requirements to ensure that you have a solid base to be an effective, efficient, and successful adviser. As a Self-Employed Adviser, you will have all of the same support as the business's employed advisers but with an attractive commission split that offers high earnings potential; The firm can also provide financial assistance to aid you with your transition into a new role. Benefits In addition to your salary, bonus scheme and 25 days' holiday, you will also be entitled to the following benefits: Retirement Benefits, Salary and Bonus Sacrifice Arrangements, Life Assurance Cover, Sick Pay Arrangements, Permanent Health Insurance, Private Medical Insurance, Employee Assistance Programme, Health Screening, Eyesight Testing, Critical Illness Cover, Car Parking (dependent on office), Season Ticket Loans, Childcare Vouchers, Staff Sales, Maternity and Paternity Benefits, Local Discounts, Share-Save Option Scheme & Share Incentive Plan, Flexible Work Arrangements (home or office work).