Trainee Financial Advisor

Are you a qualified Financial Advisor with a passion for delivering excellent financial advice?

And take pride in exceptional customer service?

You do not need to be an experienced financial adviser, those with a background in mortgage or protection advice are encouraged to apply, as long as you have the relevant qualifications or working towards.

Our client, a reputable firm with over 20 years of experience in the industry and based in the heart of Cheshire are expanding their team. The firm offers flexible working arrangements, pre-qualified leads and the support you need to take your career to the next level.

Role and Responsibilities of the Trainee Financial Advisor:

• Engage with clients to understand their financial goals and needs.
• Provide expert financial advice and exceptional customer service across a range of financial products.
• Build long-lasting client relationships to encourage referrals and drive business growth.

Required Skills for the Trainee Financial Advisor:

• CeMAP or equivalent qualification for Mortgage Advice.
• DipFA Level 4 or equivalent qualification or in the process of obtaining.
• Some Experience in financial advice preferred, though candidates with a background in mortgage or protection advice are also encouraged to apply.
• Based in or around Chester/Northwest, though candidates from further afield may be considered.

Benefits for the Trainee Financial Advisor:

• Pre-Qualified Leads: Access to a steady stream of pre-qualified leads, both new and existing clients.
• Self-Employed Flexibility: Full autonomy to manage your own schedule and diary.
• Competitive Commission Structure: Enjoy a 70% commission split on self-generated business or a 50% split on provided leads.
• No Monthly Costs: No ongoing fees for working with us - focus on building your business without added expenses.
• Reputable Firm: Work with a well-established company that has a solid industry reputation.
• Office and Remote Options: Use the high-street offices or work remotely - your choice.
• Admin Support: Administrative assistance available once you achieve strong business levels.
• Training & Development: with the support of an award winning network, The Openwork Partnership full training will be provided to help you become a successful Financial Advisor.

Ready to take the next step?

If you’re an ambitious and client-focused Advisor looking for the flexibility to grow your career, apply today and submit your CV.