Job Description
Job Description
Are you an experienced financial planning professional looking to take the leap into a client-facing role?
Have you completed or are you close to completing the Level 4 Diploma in Financial Planning and eager to put it to good use?
Recruit UK is collaborating with a leading firm in the Northeast of England seeking a Trainee Financial Adviser to join their team.
This is a fantastic opportunity for someone with financial planning experience to further develop their skills, work alongside senior team members, and inherit a client base to service.
Initially focusing on group personal pensions, this role offers the chance to expand into other areas of the business. The successful candidate will be entrusted with a client book, tasked with meeting clients in both group and individual settings and delivering informative seminars. Additionally, you will be encouraged to identify and pursue further business development opportunities, contributing to the firm's growth and success.
This position not only promises career advancement but also the chance to make a significant impact within a reputable organisation.
Benefits:
- Salary up to £35,000 (dependent on qualifications and experience).
- 20 days holiday + bank holidays – with the possibility to buy more.
- Auto-enrolment pension.
- Potential to work from home.
- Opportunity to earn bonus.
- Clients to inherit.
- Continued mentorship and support.
Skills and experience required:
- Level 4 Diploma Qualified or near to completing this.
- Excellent verbal and written communication skills.
- Driving license and access to a vehicle.
- Previous experience in financial planning with good technical knowledge.