£30K/yr to £35K/yr
England, United Kingdom
Permanent, Variable

Trainee Financial Adviser

Posted by Recruit UK.

Job Title: TraineeFinancial Adviser

Industry: Financial Services

Location: Grimsby

Salary: Up to £35,000

Job Reference: 9087

Job Description:

Are you an experienced financial planning professional looking to take the 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 leading firm in the Northeast of England 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 to service.

Initially focusing on group personal pensions, this role offers the chance to expand into other areas of the business. The successful candidate will be entrusted with a client book, tasked with meeting clients in both group and individual settings and delivering informative seminars. Additionally, you will be encouraged to identify and pursue further business development opportunities, contributing to the firm's growth and success.

This position not only promises career advancement but also the chance to make a significant impact within a reputable organisation.

Benefits:

  • Salary up to £35,000 (dependent on qualifications and experience).
  • 20 days holiday + bank holidays - with the possibility to buy more.
  • Auto-enrolment pension.
  • Potential to work from home.
  • Opportunity to earn bonus.
  • Clients to inherit.
  • Continued mentorship and support.

Skills and experience required:

  • Level 4 Diploma Qualified or near to completing this.
  • Excellent verbal and written communication skills.
  • Driving license and access to a vehicle.
  • Previous experience in financial planning 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 Grimsby 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.
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