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Trainee Financial Advisor opportunity - National Academy programme with no barrier to location - UK wide AUG START Have you ever thought about becoming a financial advisor but weren't sure how to make it a reality? - here is your chance to make it happen. The financial services sector contributed £278 billion to the UK economy which was 12% of total economic output, including employing 1.1million. Financial Planning and advice play an important role in this sector helping individuals achieve their financial dreams and avoid their financial nightmares. We are hiring for trainee financial advisors for a fully funded training academy providing a fantastic opportunity to enter a structured academy programme taking you a structured journey. Within the programme you will gain the necessary qualifications and skills training required helping to develop you into a successful financial advisor. In this academy you will: Gain the CII's Diploma in Regulated Financial Planning qualification Learn the core skills and behaviours relevant to the job role Enjoy the support of a structured learning programme Have access to industry leading learning content and experienced tutors Gain your FCA Authorisation Receive guidance from experienced colleagues throughout your journey Develop the expertise to engage, interact with, and ultimately advise clients Receive all the tools required to excel in your new financial services career Build a successful financial services practice Gain access to lead generation to assist in the early days of your advising career Reduction in fees and access to business support functions such as marketing So, what's the criteria of entry for the academy programme? In the main, we are looking for applicants who have a genuine interest in the financial services industry. You should have a strong desire to develop yourself and to help others achieve their financial goals. While financial support is available for successful candidates, the opportunity is best suited to individuals with an entrepreneurial spirit, looking to grow and run a business as funding support whilst be in place for a period of time only. You need to be committed to applying yourself diligently to the structured programme as the study and examinations are rightly challenging - this usually means that you will have to give up some of your own time as well as any time you may be given in the workplace. The ideal delegate to this academy is someone who has enjoyed a successful career and is now seeking a change / second career but we will also consider first-time careerist having recently left college, or university. Regardless of your background there are some key characteristics we look for in applicants. These are... A history of academic achievement Entrepreneurially minded Ability to demonstrate an interest in the financial services industry and in particular advice & planning Commitment, drive and passion An enthusiasm to engage with people and understand them better A natural curiosity Self-motivated An ability to communicate clearly and concisely Excellent time management and organisational skills
We are partnering with a reputable advisory consultancy specialising in financial planning services for corporate clients, with a strong emphasis on the Independent Schools sector. Renowned for delivering tailored solutions and exceptional client service, our client is seeking a dynamic Associate Financial Consultant to join their expert team. As an Associate Financial Consultant, you will have the opportunity to work alongside industry experts in providing financial advice to corporate clients. Initially focusing on non-regulated areas, this role offers a clear pathway to expanding into regulated financial planning, including specialized pensions such as the Teachers' Pension Scheme. Although this role initially be focussed on the corporate side of the market, there is clear progress for the individual to progress into a Personal Financial Planning role in the future. The role would suit a Paraplanner with client facing experience seeking a route into advice or an up-and-coming Financial Adviser seeking to work for a highly reputable firm offering first class career development opportunities. Key Responsibilities: Offer expert guidance on workplace pensions and benefits, ensuring clients' needs are met with precision and professionalism. Proactively identify and respond to client needs, contributing to the achievement of business objectives. Stay abreast of legislative changes and industry developments, applying this knowledge to deliver comprehensive solutions. Foster and maintain strong client relationships, driving client retention and identifying opportunities for growth. Collaborate with regulated financial planners, supporting the team in achieving revenue targets and fostering a culture of excellence. Contribute to fee negotiations and ensure accurate invoicing, adhering to regulatory requirements and company protocols. Essential Requirements: Must be DipPFS/Level 4 qualified and have Technical knowledge of DC pensions, financial planning or of working within an employee benefit consultancy Previous experience in a similar role, demonstrating a track record of success in working with private or corporate clients. Exceptional customer service and sales skills, with a proven ability to build and maintain client relationships. Strong communication and presentation abilities, enabling effective engagement with stakeholders at all levels. Solid organizational and problem-solving skills, with the ability to manage multiple tasks and deadlines under pressure. Commitment to ongoing professional development, with a clear plan to achieve advanced qualifications within a specified timeframe. On Offer: Competitive salary to £47,000 Hybrid/Flexible working 28 days holiday plus bank holidays Bonus Other fully comprehensive benefits A first class opportunity for a Paraplanner or up an coming Financial Planner (with knowledge of DC pensions) to progress their career with a clear route into a personal Financial Planner role within a highly reputable City based Practice
We are partnering with a reputable advisory consultancy specialising in financial planning services for corporate clients, with a strong emphasis on the Independent Schools sector. Renowned for delivering tailored solutions and exceptional client service, our client is seeking a dynamic Associate Financial Consultant to join their expert team. As an Associate Financial Consultant, you will have the opportunity to work alongside industry experts in providing financial advice to corporate clients. Initially focusing on non-regulated areas, this role offers a clear pathway to expanding into regulated financial planning, including specialized pensions such as the Teachers' Pension Scheme. Although this role initially be focussed on the corporate side of the market, there is clear progress for the individual to progress into a Personal Financial Planning role in the future. The role would suit a Paraplanner with client facing experience seeking a route into advice or an up-and-coming Financial Adviser seeking to work for a highly reputable firm offering first class career development opportunities. Key Responsibilities: Offer expert guidance on workplace pensions and benefits, ensuring clients' needs are met with precision and professionalism. Proactively identify and respond to client needs, contributing to the achievement of business objectives. Stay abreast of legislative changes and industry developments, applying this knowledge to deliver comprehensive solutions. Foster and maintain strong client relationships, driving client retention and identifying opportunities for growth. Collaborate with regulated financial planners, supporting the team in achieving revenue targets and fostering a culture of excellence. Contribute to fee negotiations and ensure accurate invoicing, adhering to regulatory requirements and company protocols. Essential Requirements: Must be DipPFS/Level 4 qualified and have Technical knowledge of DC pensions, financial planning or of working within an employee benefit consultancy Previous experience in a similar role, demonstrating a track record of success in working with private or corporate clients. Exceptional customer service and sales skills, with a proven ability to build and maintain client relationships. Strong communication and presentation abilities, enabling effective engagement with stakeholders at all levels. Solid organizational and problem-solving skills, with the ability to manage multiple tasks and deadlines under pressure. Commitment to ongoing professional development, with a clear plan to achieve advanced qualifications within a specified timeframe. On Offer: Competitive salary to £47,000 Hybrid/Flexible working 28 days holiday plus bank holidays Bonus Other fully comprehensive benefits A first class opportunity for a Paraplanner or up an coming Financial Planner (with knowledge of DC pensions) to progress their career with a clear route into a personal Financial Planner role within a highly reputable City based Practice