Trainee Financial Adviser

Firmitas Financial Services Ltd; Fareham; On-site; GBP 50,000 - 120,000; Full time

Job summary

Join a leading financial services company as a Wealth Advice Professional. This role is ideal for experienced or aspiring financial advisers looking to thrive in a supportive, technology-enabled environment. You'll focus on providing relationship-based financial advice while receiving exceptional support and training.

Qualifications

• Experience in client-facing roles in financial services.
• Studying towards a Level 4 financial advice diploma.

Responsibilities

• Provide relationship-based financial advice to clients.
• Develop strong professional relationships with clients.
• Utilize existing client servicing opportunities.

Skills

Proactive

Personable

Professional

Client-centric

Self-starter

Education

Level 4 financial advice diploma

Job description

Direct message the job poster from Firmitas Financial Services Ltd

Helping talented people change careers to become Wealth Advice Professionals

This is a fantastic opportunity for an experienced or aspiring financial adviser looking to take the next step in their career, working with a company that is committed to supporting you on your journey in a highly collaborative environment. Our technology-enabled environment enables you to concentrate on what is important: providing relationship-based financial advice to clients to help them meet their needs and objectives.

Are you:

• Someone who is ready to take the next step in your career and can demonstrate that you are proactive, personable, and professional
• Someone who has a client-centric approach and mindset
• Someone who thrives on developing strong and lasting professional relationships with clients, both in person and remotely
• A capable self-starter who can maximise the support structure provided to help you achieve your aspirations and potential
• Someone who cares deeply about best practice, strong team spirit and positive client outcomes

How will SJP support you:

• Existing client servicing opportunities with both private and corporate clients
• Specialist advice and technical support
• Exceptional lead generation and marketing support
• Streamlined administration allowing more time with clients
• Coaching, development and application training for client meeting skills

Minimum Requirements: Financial services office experience. Ideally experience in client facing roles and studying towards a Level 4 financial advice diploma.

Earnings: Both Employed and Self-employed packages with the opportunity to build real value within a leading financial advice business. Potential for earning £100k+ within. 2 years, with the opportunity for further financial progression.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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