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Job Post Details

Trainee Financial Adviser - job post

Recruit UK
5.0 out of 5 stars
Recruit UK in Sheffield S8 0XF
£32,000 - £38,000 a year - Full-time

Job details

Here’s how the job details align with your profile.

Pay

  • £32,000 - £38,000 a year

Job type

  • Full-time

Shift and schedule

  • Monday to Friday

Location

Recruit UK in Sheffield S8 0XF

Benefits
Pulled from the full job description

  • Company pension

Full job description

Job Title: Trainee Financial Adviser

Industry: Financial Services

Location: Sheffield

Salary: Up to £40,000

Job Reference: 9267

Job Description:

Are you an experienced financial planning professional looking to 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 firm based in Sheffield 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.

Initially, the role will focus on paraplanning within the firm, allowing you to understand the company processes before going through a comprehensive training plan to allow the successful individual to become a financial adviser. The length of time the individual remains in paraplanning will depend on where they are on their qualifications journey.

This position not only promises career advancement but the future potential to make a significant impact on the business.

Benefits:

  • Salary up to £38,000 (dependent on qualifications and experience).
  • 25 days holiday + bank holidays.
  • Auto-enrolment pension.
  • Exam support (if applicable).
  • Opportunity to step into a client-facing role.
  • Life cover
  • Clients to inherit.
  • Comprehensive training program.

Skills and experience required:

  • Level 4 Diploma Qualified or near to completing this.
  • Excellent verbal and written communication skills.
  • Previous paraplanning experience with good technical knowledge.

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. Right now, Recruit UK are pleased to be working with an Independent Financial Advice firm based in Sheffield on a trainee financial adviser role.

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 jobs 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.

Job Type: Full-time

Pay: £32,000.00-£38,000.00 per year

Benefits:

  • Company pension

Schedule:

  • Monday to Friday

Work Location: In person

Reference ID: 9267

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