Trainee Financial Advisor

This employed, Trainee Financial Advisor job in Hungerford is a highly exciting opportunity, whereby you will receive full support to obtain your Level 4 Diploma in Financial Planning.

Our client will put your through the training to obtain your qualifications, but also teach you the necessary soft skills on how to build long-lasting relationships with clients and win referrals. You will be assigned plenty of time during the normal working week to study, as it is in our client’s best interest for you to learn and achieve excellent marks.

During your initial 18 month learning phase, you will shadow their 3 Senior Financial Advisors, to learn their different styles so that you can create your own unique approach. You will be attending client meetings in-person and via video, providing first hand experience of the advice process. You will support the team through providing administrative, paraplanning and note taking support during the first 18 months, while you work towards becoming qualified and authorised.

Upon becoming authorised, you will be provided with existing clients to takeover servicing, many of which you will have already met from sitting in on their review meetings. The client bank will equate to circa £80k - £100k recurring income, which will steadily grow.

Trainee Financial Advisor Requirements

• This is well suited to a recent graduate (or graduate calibre) individual with desire to build a long term career within financial planning
• You should have confidence speaking to people from all walks of life, including HNW individuals
• You should be resilient and able to bounce back from setbacks, plus take feedback on board to learn and improve
• You should have a high standard for numeracy and literacy

The Company

Our client is a local, long established financial planning firm who have organically grown since establishing over 25 years ago. They have a close knit team who enjoy working together for the benefit of their clients. The business is embarking on a growth phase and plan to double the business over the next 5 years.

Trainee Financial Advisor Benefits

• Starting salary of £28,000 with pay rises for each exam passed
• Excellent bonus structure which will take effect upon becoming authorised as a Financial Advisor
• Full support to become Level 4 Diploma in Financial Planning qualified and time to study during working hours
• Office based to absorb knowledge quickly and due to most of the clients coming to the office for their review meetings
• Working hours of 8:30am - 4:30pm, Monday to Friday
• Rare, employed Trainee Financial Advisor opportunity!

Location

Hungerford

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