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Trainee Financial Adviser

Job LocationDoxford International Business Park
EducationNot Mentioned
Salary£33,000 - £55,000 per annum, inc benefits, OTE
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Trainee Financial Adviser* Competitive basic along with uncapped bonus structure.* Comprehensive benefits package.* Structured training programme provided.* Opportunity to work in a highly supportive environment.* Study support to attain Chartered status.* Modern office working environment with free parking.The roleA fantastic opportunity has arisen for a Trainee Financial Adviser to join a thriving Wealth Management Practice based in Sunderland.The successful candidate will become part of a dynamic team who really put the clients needs at the heart of everything they do.You will work with a highly supportive leadership team who will go out of their way to ensure you are successful in the role by means of a thorough induction and integration into the business, along with robust training and ongoing support.Once trained up, you will provide holistic financial advice covering core areas including retirement planning, savings and investments along with protection planning, working from an office base looking after clients based across the UK. Advice will be givenremotely via Teams and Zoom, so you wont be expected to travel up and down the country.This wonderful opportunity would suit a Diploma qualified Paraplanner or Financial Planning Administrator keen to launch their career within a highly professional practice. It may also suit an individual who has been in bancassurance, working hard to get theirexams but now keen to move to a growing independent practice.As previously mentioned, full training will be provided along with a wide range of clients. RequirementsTo be considered for this role, you will ideally have the full Diploma in Financial Planning or be very close to achieving this. Experience working in a financial services environment in either a client facing, paraplanning or administrative post would be preferred.Communication skills and a strong ability to build rapport is essential along with a professional manner. You will be a proactive team player who wants to forge a successful career within a highly regarded financial planning practice.To be considered for this rolePlease get in touch with Jenny Brophy for further details and send your up-to-date cv to jenny @ tempestjones . com .

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