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    • Provide high-quality financial advice to clients.
    • You will ideally be an existing Level 4 qualified advisor looking to make a change or a driven sales…
    • Key duties within this position are the building and maintaining of relationships with both clients and financial advisers and acting as designated point of…
    • Follow a system that tracks all important financial & non-financial metrics.
    • Role -* Appointment setting (Contacting web leads - No cold calling!).
    • If you are eager to progress to being a authorised financial adviser within 6 months please apply.
    • Participate in training sessions to enhance knowledge of…
    • The chosen individual will take charge of a portfolio of SIPP pension schemes and manage the client relationship through the whole pension scheme lifecycle from…
    • Providing the best customer experience when handling customer's complaints in writing and over the phone.
    • Supporting Root Cause Analysis and internal feedback…
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    • Vodafone UK are regulated by the Financial Conduct Authority and all offers of employment for this role are subject to background checks, including criminal …
    • Sourcing the best financial products based on the customer’s individual needs and wants.
    • We have a variety of teams to support our advisers as they take their…
    • Experience of working in financial services, mortgages or estate agencies would be an advantage.
    • Reporting directly to the Group Commercial Director, the Area…
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    • Conduct thorough analysis of client financial information to support advisers in developing tailored financial plans.
    • Diploma qualified or close to achieving.
    • Access to the Edenred employee benefits system which offers discounts to popular retailers and access to various useful resources such as financial and savings…
    • Previous financial services exposure is desirable but not essential.
    • You’ll be taking inbound calls, responding to incoming emails, and using a secure messaging…
    • Broad and current knowledge of financial services and financial planning preferred.
    • To provide first-class administration support to a team of Financial…
    • Join our six-week paid internship programme starting on 16 June 2025, where you’ll be immersed into our Audit team based in our Preston office.
    • Company Pension Scheme*: Plan for your future with confidence by participating in our company pension scheme, ensuring financial well-being in the long term.

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Job Post Details

Trainee Financial Advisor - job post

RedTusk
1 Hardman Street, Manchester
£30,000 - £60,000 a year - Permanent, Full-time

Job details

Pay

  • £30,000 - £60,000 a year

Job type

  • Permanent
  • Full-time

Shift and schedule

  • Monday to Friday

Location

1 Hardman Street, Manchester

Benefits
Pulled from the full job description

  • Company events
  • Company pension
  • Employee mentoring programme
  • Health & wellbeing programme
  • Life insurance
  • Private medical insurance
  • Sick pay

Full job description

Trainee Financial Adviser – Manchester – Leading Investment Management Firm

12 Months B2B Sales experience required

We are currently recruiting for an exciting opportunity for a highly motivated sales professional to join a leading financial planning and investment management firm based in Manchester.

The company is forward-thinking and prioritises values such as innovation, long-term learning and development, and, most importantly, client satisfaction.

They have an industry-leading learning and development program and a proven formula for success, which has created a blueprint for trainees to become extremely successful in the world of financial advice.

You will ideally be an existing Level 4 qualified advisor looking to make a change or a driven sales professional seeking to transition into the world of financial advice.

Position: Financial Adviser

Key Responsibilities:

  • Provide high-quality financial advice to clients.
  • The ability to self-generate and drive new business
  • Manage existing clients and develop new relationships
  • The ability to cooperate with the wider team and drive new business ideas
  • Conduct all client meetings remotely via Teams.

Highlights:

  • Competitive Base Salary + Bonuses
  • State-of-the-Art City Centre Offices
  • Industry-Leading Training Programs
  • Incentive Company Trips

Requirements:

  • Proven sales experience in a consultative environment
  • Strong desire to cultivate new business relationships
  • Ability to self-generate results
  • Degree from a Russell Group University or strong A-levels
  • Ideally, a Level 4 Diploma (LIBF, CISI, or CII), but not essential

Job Types: Full-time, Permanent

Pay: £30,000.00-£60,000.00 per year

Additional pay:

  • Bonus scheme
  • Performance bonus
  • Yearly bonus

Benefits:

  • Company events
  • Company pension
  • Employee mentoring programme
  • Health & wellbeing programme
  • Life insurance
  • Private medical insurance
  • Sick pay

Schedule:

  • Monday to Friday

Work Location: In person

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