Financial Adviser jobs in Bideford

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