Trainee Financial Adviser

Recruit UK are working on an excellent opportunity for a Trainee Financial Adviser in Coventry to join a Chartered Independent Financial Advice Firm

We are representing an excellent wealth management chartered independent firm, who provide the highest level of technical financial planning. They provide specialist advice and guidance to companies, individuals, trustees and charities in the areas of Investment & Retirement planning, Employee Benefits, Tax planning including IHT, Long Term Care fee advice and Lifetime cash flow planning.

Our client has a regioal presence and they are currently seeking a Trainee Financial Planner that is Level 4 Diploma qualified and who is seeking a long-term career opportunity. They can assist you with developing a client bank within the firm and providing your clients with whole of market financial advice on Pensions, Protection and Investments.

Salary/Benefits:

Competitive Salary (negotiable) + Uncapped Bonuses

Some existing clients to be allocated

Access to client leads

Access to various professional connections

Uncapped bonuses based on performance – once reached validation

Study and Exam support towards Chartered

Generous holiday

Pension contribution

Training and shadowing support from experienced advisers and other members of the team in the office

Skills and Experience Required

Level 4 Diploma qualified professionals

Have a strong commitment to provide excellent customer service in order to ensure long term relationships with clients

Have a proactive work ethic

Have the ability to work independently to develop client solutions with excellent interpersonal and communication skills

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 the Coventry 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.