Trainee Financial Adviser

Frustrating isn’t it? All that hard work getting level 4 exams. The time, the cost, the missed social events. You took it to become an adviser but there's so few chances to become one. 
  
Wouldn’t it be nice to find a company that can offer a structured career path? The support to match your ambitions. A company that opens, and not shuts, doors.
 
Step inside.
  
This business buys clients from its retiring advisers. Those clients need an adviser. And that adviser will be you.
 
You’ll join an existing team of over 30 to ensure existing clients continue to get an excellent level of service. And you’ll build trust with them, developing new business along the way. You’ll get access to some of the best technology on the market and have the support of a dedicated customer care function. Your time will be with clients, not admin.

Long-term you’ll develop your own client base. And when you’re ready, move into a self-employed role with a firm that pays some of the best splits available. Three of the team have "graduated" already. 

In the meantime you'll get a proper income. In year one you'll earn £43,500 - £45,500 and that's without a sales bonus. 

It's a unique remuneration package that works like this:

• A starting salary of £30,000 - £32,000 
• A KPI/compliance bonus (client care/retention/file quality, not bringing in sales) that adds £13,500 to your pay in year one (and £15,000 from year two onwards) 

Once you're up and running there's also a sales bonus where you earn additional income as new client monies are invested. 

In terms of onboarding and training you couldn't ask for a better, more structured environment.

There's an initial residential 4 week training course. You'll then join the team under the supervision of the Training & Competence department. They'll supervise everything you do until you achieve Competent Adviser Status. There's no throwing you in at the deep end here.  

After your induction you can either work on a hybrid basis or from home, going into the office once or twice a month. 

If you apply, you’ll work for a stable, growing business. One with a track record of staff development and a positive work environment. And one with one of the best pathways around.

WHAT YOU'LL NEED

Level 4 status via the CII, LIBF or CISI. It's as simple as that. Industry experience is useful but we've placed people who are level 4 and don't have experience. 

You could be a mortgage/protection adviser, paraplanner or administrator. Or you could be a second careerist. It's more about you than your background. 

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Feel ready to become the adviser you know you can be? Click apply and we'll be in touch.

If you don't have an up to date CV don't worry, we can come to that later. 

Everyone will receive a response.