Offer summary

Qualifications:

Diploma qualified with a level 4 qualification in financial advice., Experience in paraplanning and back office administration is essential., A strong background in the financial industry is preferred., Desire to build and grow a client bank..

Key responsabilities:

Provide first-class financial advice on wealth management, including pensions and investments.

Collaborate with the paraplanning and administration team to deliver timely reports.

Service an existing client bank while actively seeking to grow it.

Learn and develop alongside the business as it expands.

Job description

Trainee Financial Adviser – Newcastle/North-East/Remote

This is an opportunity for someone Diploma Qualified with experience in paraplanning and back office administration to move into an adviser role within 6 months with support from an IFA. They are looking for someone with a good background in the industry and a desire to build up a client bank.

What’s on offer?

Additional adviser bonus scheme
25 days holiday + 8 days bank holiday
5% company pension contribution
Flexible medical package
Monthly bonus payments on 3X validation of salary.

This exciting role will see a trainee financial adviser join the existing team of advisers in providing excellent financial advice to several clients within a specified region. The incoming adviser will be given clients to service.

To apply for the role you will have the required level 4 qualification and minimum experience of working within paraplanning.

Principal Accountabilities / Main Responsibilities

Providing 1 st class advice to clients on wealth management covering pensions, investments, tax planning, savings and protection products.
Working with the sizeable paraplanning and administration team to deliver timely reports and great customer service.
The new adviser will be provided with a client bank, but they will be expected to grow the asset bank through bringing across additional assets where possible.
Ability to learn and develop with the business as it grows.

What next?

Apply today to be considered for this trainee Financial Adviser opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Synonyms: Financial Planner, Financial Advisor, Financial Consultant, Wealth Manager. Financial adviser, Wealth Planner, IFA, financial planning, wealth management

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