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Trainee Financial Adviser
Recruit UK
·
5.0
Worcestershire
•
Hybrid work
Up to £45,000 a year
Full-time
Apply now

Job details

Up to £45,000 a year
Free parking, Company pension, Private medical insurance
Full-time
Hybrid work in Worcestershire

Full job description

Job Title: Trainee Financial Adviser

Industry: Financial Planning / Financial Services

Location: Worcester

Salary: Up to £45,000 (dependent on experience)

Job ref: 10634

Job Description:

Recruit UK are working on an excellent opportunity for a Trainee Financial Adviser near Worcester or the surrounding areas, to join a well-established Independent Financial Advice practice.

My client give advice on Financial Planning, Pensions, ISAs, Inheritance Tax, Investments and more. They strive to understand clients’ needs fully and ensure they meet their long-term goals, as well as tailoring their approach to ensure each client receives a bespoke service.

The role will involve attending client meetings across the midlands, shadowing a senior Financial Planning and being able to support them with their client relationships and learn directly from them. This is a fantastic opportunity for someone looking to become a Trainee IFA and progress into a fully fledged financial planner in the longer-term.

What’s in it for you?

· Salary up to £45,000

· Opportunity to work with and be mentored directly by a Senior Financial Planner

· Free parking

· Private medical insurance

· Generous employer pension contribution

· 25 days holiday + bank holidays (ability to purchase more)

· Fantastic company culture

· Death in service

· Hybrid working

· Long-term career progression

Skills and Experience Required:

· Minimum of 2 years’ experience as a Paraplanner (or equivalent) within an Independent Financial Adviser practice

· Proven experience within Financial Services as a Paraplanner (with investments/pensions exposure)

· Level 4 Financial Planning Diploma (as a minimum)

· Ability to build rapport and nurture client relationships

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.

Our commitment to you:

· Start every journey with a conversation to find out about you in-depth.

· Provide honest feedback on where you fit in the job market.

· Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

· Take a holistic mindfulness approach - career happiness is rarely just about the money.

· Cover the whole of the UK with a local touch through our regional teams.

· Never pester you.

Pay: Up to £45,000.00 per year

Work Location: Hybrid remote in Worcestershire

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