Trainee Financial Adviser

Location

Chesterfield, Derbyshire | United Kingdom

Job description

Job Title: Trainee Financial Adviser

Industry: Financial Services

Location: Chesterfield

Salary: Up to £40,000

Reference Number: 8450

Job Description:

Recruit UK is working on an excellent opportunity for a trainee financial adviser to join a well-established, Chartered, Financial Advice Firm in Chesterfield.

This company is an independent financial advisory firm with a strong emphasis on building open and trusting relationships with its clients. Their team of experienced advisers provides tailored, bespoke financial plans and investment portfolios to help clients successfully manage their individual financial futures. Reliability and offering the best advice and service are core values that underpin their approach to serving clients.

They are now in a position where they are looking to bring on a trainee financial adviser, to assist with managing an existing client base in and around the region. This is an excellent opportunity for someone with experience in financial planning, who is looking to take the leap into a client-facing role.

Salary/Benefits: 

• Basic salary Up to £40,000 (dependent on skills and experience).
• Clients to inherit + leads provided, with minimal focus on self-generating new business.
• Opportunity to earn a bonus.
• Opportunity to work for a chartered, independent firm.
• Hybrid working options.
• Continued exam support
• Support and mentorship to get you to a CAS-status financial adviser.
• Vibrant, social team
• Core hours policy
• Enhanced maternity, paternity, and adoption leave

Skills and Experience Required:

• Previous experience in financial planning.
• Level 4 Diploma in Financial Planning, ideally Chartered.
• A client-centric approach.
• Strong technical knowledge.
• Excellent communication skills.

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 is pleased to be working with a well-established Financial Advice Firm based in Chesterfield in 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 job 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.

Job tags

Salary

£40k per annum