Financial Advisor Trainee

RecruitUK; Wolverhampton; On-site; GBP 31,500 - 38,500; Full time

Benefits offered by this job

Basic salary up to £35,000

Quarterly bonuses

Parking available

Holiday allowance plus Christmas shutdown

Job summary

A well-established wealth management firm in Wolverhampton is seeking a Trainee Financial Adviser. This role offers an excellent opportunity to gain client-facing experience and assist with servicing clients from an existing client bank. Ideal for an experienced paraplanner or junior adviser looking to develop in the financial industry. The position includes a competitive salary, quarterly bonuses, and professional growth opportunities within a supportive environment.

Qualifications

• Experience providing financial advice or preparing reports.
• Strong desire to progress as a financial adviser.
• Excellent verbal and written communication skills.

Responsibilities

• Manage client meetings and gather fact finds.
• Provide quality servicing and maintain relationships with clients.
• Assist ongoing servicing of clients from an existing client bank.

Skills

Financial services experience

Strong communication skills

Desire to develop in the financial industry

Job description

Recruit UK are working on an excellent opportunity for a Trainee Financial Adviser in Wolverhampton to join a well-established wealth management firm. You will be joining a well-established UK firm. This is an excellent opportunity to assist with ongoing servicing of clients from an existing client bank and get client facing experience.

This position would suit an experienced paraplanner or junior financial adviser wanting to progress into a Financial Advice position at a leading company dealing with an abundance of clients. You will be based in their Wolverhampton office and your role will be to provide ongoing quality servicing and relationship building for existing clients of the current adviser.

Managing client meetings, completing first meetings and fact finds and relaying the details back to the office and processing the details. It’s an excellent opportunity that will provide you with the first step into the advice industry and develop as a quality adviser.

What’s in it for you:

• Basic salary up to £35,000 (increase negotiable dependent on skills and experience)
• Abundance of clients to service
• Quarterly bonuses
• Parking available
• Holiday allowance plus Christmas shutdown (this is additional to your annual leave)

Skills and experience required:

• Working in a financial services firm providing advice or reports to clients on building financial plans
• A strong desire to develop in the industry as a financial adviser
• Exception communication skills, both verbal and literate

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 a Financial Planning firm based in Wolverhampton on a Trainee Financial Planning 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.