Trainee Financial Adviser

Ellis James Partners Ltd; East Midlands; In loco; GBP 36.000 - 44.000; Tempo pieno

Vantaggi offerti da questo lavoro

Academy training

Ongoing mentorship

Full administrative support

Existing client base provided

Descrizione del lavoro

Ellis James Partners is recruiting a Trainee Financial Adviser (Level 4 Qualified) for their Nottingham office, covering Nottingham, Leicester & Derby. The role offers a £40,000 basic salary plus 50% of new business initial advice fees (IAF) and an existing client base.

You will benefit from Academy training, ongoing mentorship and full administrative support as you develop towards an established adviser role, with the chance to grow earnings as your training progresses.

Competenze

• Level 4 Diploma in Financial Planning is essential.
• Confident in building client relationships.
• Motivated to develop advisory knowledge and skills.

Mansioni

• Develop client relationships while training and progressing.
• Deliver high-quality advice as your training progresses.
• Utilise academy training and mentorship to grow earnings.

Conoscenze

Client relationships

Commercial mindset

Technical knowledge

Formazione

Level 4 Diploma in Financial Planning

Descrizione del lavoro

Trainee Financial Adviser (Level 4 Qualified)

Nottingham office Covering Nottingham, Leicester & Derby

£40,000 basic salary + 50% of new business IAF

An established St. James s Place Partner Practice is looking for a Level 4 qualified individual to join the team, supporting existing clients across Nottingham, Leicester and Der ib

With access to Academy training, ongoing mentorship and a client base provided, this is an opportunity to develop towards an established Financial Adviser role without having to build a book entirely from scratch.

You'll have the backing of an established practice and full administrative support, allowing you to focus on developing client relationships, delivering quality advice as your training progresses and growing your earnings through a package that rewards the new business you generate.

Who would suit this?

A Level 4 Diploma in Financial Planning is essential. You might be newly qualified and looking to take the next step into financial advice, or an existing adviser seeking a new opportunity.

You’ll need to be confident building client relationships, commercially minded and motivated to develop your technical knowledge and advice skills.

Experience within the St. James s Place network would be useful, but advisers from other financial planning backgrounds are welcome.

The package

• £40,000 basic salary
• 50% of new business initial advice fees (IAF)
• An existing client base provided
• Academy training, ongoing mentorship and full administrative support

About Ellis James Partners

Ellis James Partners is a specialist financial services recruitment consultancy working with St. James s Place Partner Practices and financial planning businesses across the UK. We recruit across financial advice, paraplanning, wealth management and practice support, helping firms attract the people they need to grow.