Financial Adviser jobs in Bideford
- Atkins Ferrie Wealth ManagementBarnstaple EX32 9DD
- Outstanding adviser remuneration and benefits available upon successful completion of AFWM adviser training, including well proven methods and support to grow…
- Spicerhaart1.9United Kingdom
- A keen interest in the financial market.
- A passion to succeed in the financial sector.
- “Our aim is always to be the ‘employer of choice’ within our industry and…
Job Post Details
Trainee Independent Financial Adviser - job post
Job details
Pay
- From £30,029 a year
Job type
- Full-time
Shift and schedule
- Monday to Friday
Location
BenefitsPulled from the full job description
- Company pension
- On-site parking
- Private medical insurance
- Sick pay
Full job description
Job Overview:
We are looking to recruit a motivated, dynamic, and numerate individual, of graduate ability, to join our company as a Trainee Independent Financial Adviser. This role involves full technical support to our Financial Advisers or Directors. A financial background would be advantageous and in the past, we have recruited from finance, economics, science and engineering backgrounds.
Qualifying to become a full Financial Adviser within two years is expected and would lead to substantially higher salary prospects.
Whilst initially based at our Barnstaple office, the ability and flexibility to travel within North and West Devon will be required.
Duties:
This role would comprise largely of:
· Preparation of information and reports to be provided to clients in support of the qualified Financial Advisers.
· Research of products and funds, and composition of appropriate research reports.
· Online switching of client funds.
· Dealing with administrative issues with financial services companies.
· Studying to achieve the Qualified Adviser status (DipPFS).
· Observing Financial Adviser appointments.
· Inclusion in CPD external provider training.
Requirements:
You should be willing to build a good knowledge of different asset class characteristics and should take a personal interest in world economic news.
Please refer to Our Ethics page to ensure you share our Company values of honesty and integrity (https://www.atkinsferriewealthmanagement.co.uk/)
Please note: We would expect applicants applying for this role, to have a mathematics-based degree, with a minimum classification of 2:1. Alternatively, significant experience in the financial sector would be acceptable.
This is a full-time position with a very competitive package and exceptional opportunities for progression in the Financial Services industry. Outstanding adviser remuneration and benefits available upon successful completion of AFWM adviser training, including well proven methods and support to grow your client base.
Summary:
Job type: Full-time, Monday to Friday, 36.25 hours
Salary: From £30,029 dependent on experience
Benefits:
Company pension
Health Insurance
Buy/sell holiday
Sick Pay
Study Leave
Exam cost covered
If you are passionate about helping others achieve their financial aspirations and possess the necessary skills, we encourage you to apply for this exciting opportunity as a Trainee Financial Adviser.
Job Type: Full-time
Pay: From £30,029.00 per year
Benefits:
- Company pension
- On-site parking
- Private medical insurance
- Sick pay
Schedule:
- Monday to Friday
Work Location: In person
Application deadline: 12/05/2025
Reference ID: Trainee Independent Financial Adviser