Job Title: Trainee Financial Adviser
Industry: Financial Services
Location: Sheffield
Salary: Up to £40,000
Job Reference: 9267
Job Description:
Are you an experienced financial planning professional looking to leap into a client-facing role
Have you completed or are you close to completing the Level 4 Diploma in Financial Planning and eager to put it to good use?
Recruit UK is collaborating with a firm based in Sheffield seeking a Trainee Financial Adviser to join their team.
This is a fantastic opportunity for someone with financial planning experience to further develop their skills, work alongside senior team members, and inherit a client base.
Initially, the role will focus on paraplanning within the firm, allowing you to understand the company processes before going through a comprehensive training plan to allow the successful individual to become a financial adviser. The length of time the individual remains in paraplanning will depend on where they are on their qualifications journey.
This position not only promises career advancement but the future potential to make a significant impact on the business.
Benefits:
- Salary up to £38,000 (dependent on qualifications and experience).
- 25 days holiday + bank holidays.
- Auto-enrolment pension.
- Exam support (if applicable).
- Opportunity to step into a client-facing role.
- Life cover.
- Clients to inherit.
- Comprehensive training program.
Skills and experience required:
- Level 4 Diploma Qualified or near to completing this.
- Excellent verbal and written communication skills.
- Previous paraplanning experience with good technical knowledge.
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Advice firm based in Sheffield on a trainee financial adviser role.
Our commitment to you:
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.