Step into a Rewarding Career as a Trainee Financial Adviser
Are you ready to take the next step in your financial advisory career? We are recruiting for a Trainee Financial Adviser to join a well-established firm providing expert advice across Mortgages, Protection, Investments, Pensions, Inheritance Tax Planning, and Long-Term Care planning. This is a fantastic opportunity for a driven individual to take on a portfolio of existing clients while also building new business.
What's on Offer?
- Immediate access to a loyal client base to manage and nurture.
- The opportunity to develop your own client portfolio and grow the firm's business.
- A broad range of financial services to advise on, from mortgages and protection to investments and pensions.
- Full training and support from experienced advisers to help you thrive in the role.
- A pathway to becoming a fully qualified Financial Adviser with industry-leading qualifications.
Key Responsibilities:
- Provide personalised financial advice across a range of products, including pensions, investments, mortgages, and protection.
- Take ownership of an existing client book, delivering ongoing support and advice.
- Proactively generate new business through networking and relationship-building.
- Stay up-to-date with market trends and regulatory changes to ensure compliance and provide the best advice to clients.
What We're Looking For:
- A proactive, self-motivated individual with a passion for financial planning.
- Some experience in financial services, with a desire to progress toward becoming a fully qualified Financial Adviser.
- Excellent interpersonal and communication skills, with the ability to build long-lasting client relationships.
- The confidence and drive to win new business and grow your client base.
- A keen interest in keeping up-to-date with industry regulations and products.
If you are ready to take on the challenge of advising high-net-worth clients while also building your own book of business, we'd love to hear from you.
Apply today to start your journey as a Trainee Financial Adviser!