Trainee Financial Adviser

RMK Talent Solutions; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial planning business in the UK is seeking driven individuals for its Financial Adviser programme. Successful applicants will gain comprehensive tutoring and access to a Level 4 qualification while embarking on a rewarding career assisting clients with financial planning. Applicants should possess strong communication skills and a diligent work ethic. This is a full-time opportunity with significant potential for personal and professional growth.

Benefits

Financial perks

Flexible work-life balance

Avenues for advancement

Qualifications

• Aspire to establish a venture as a financial planner.
• Possess a strong work ethic and commitment to regulations.
• Excellent communication and relationship-building skills.

Responsibilities

• Cultivating new client opportunities.
• Guiding clients toward financial decisions.
• Crafting comprehensive financial plans.
• Offering counsel on financial matters.

Skills

Strong work ethic

Attention to detail

Communication skills

Relationship-building

Education

Level 4 CII Qualification

Job description

Overview

Are you on the lookout for a fresh career opportunity? If so, we are working with one of the UK's leading financial planning businesses seeking driven individuals from diverse backgrounds intrigued by becoming financial advisers.

• Flexibility to balance work and family life effectively.
• Lucrative financial perks coupled with avenues for advancement.
• Personal fulfilment derived from engaging in meaningful and gratifying work.
• Currently, the client is seeking candidates for its full-time programme.

Successful applicants will gain:

• Full coverage from expert tutoring and access to an online curriculum to attain the Level 4 CII Qualification - Diploma in Regulated Financial Advice.
• Entry into a self-employed Adviser role upon qualification building your own empire.

If you're already part of the financial services realm, you understand the soaring demand for financial planners and the exciting prospects in this field or if you're transitioning from another industry, this academy is dedicated to facilitating your entry into this promising sector.

Can you resonate with the following statements, if so we'd love to connect with you:

• I aspire to establish my own venture as a financial planner.
• I'm considering a career switch or re-entering the workforce.
• I possess a strong work ethic, diligence, and attention to detail.
• I am ethically inclined and committed to adhering to regulations.
• I excel in communication and relationship-building.

Curious about the dynamics of working as a Financial Adviser? Let's discuss the dynamic and rewarding nature of this profession. In the interim, here's a glimpse into what you could be engaged in:

• Cultivating new client opportunities to expand your clientele.
• Guiding clients towards prudent financial decisions aligned with their objectives.
• Crafting comprehensive financial plans to steer clients towards their goals.
• Offering counsel on contemporary financial matters and providing recommendations.
• Cultivating new business avenues and fostering introducer relationships.
• Tailoring financial strategies to accommodate clients' evolving requirements.
• Nurturing enduring client relationships and upholding industry knowledge.

Simply submit your application below to receive a webinar invitation where we'll delve deeper into the benefits we offer, how you stand to gain, and the subsequent steps forward.