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Trainee Financial Adviser

RMK Talent Solutions

Greater London

On-site

GBP 30,000 - 50,000

Full time

Today
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Job summary

A prominent financial planning organization in Greater London is seeking ambitious individuals interested in becoming Financial Advisers. This full-time position provides comprehensive training and the opportunity to earn a Level 4 qualification in regulated financial advice. Ideal candidates are those looking to build their own business while enjoying flexibility and lucrative financial rewards. Responsibilities include guiding clients in financial decision-making and developing tailored financial strategies. Join us and embark on a rewarding career journey.

Benefits

Flexible work-life balance
Lucrative financial perks
Personal fulfillment
Expert tutoring access

Qualifications

  • Aspires to establish a venture as a financial planner.
  • Considering a career switch or re-entering the workforce.
  • Must excel in communication and adhere to regulations.

Responsibilities

  • Cultivating new client opportunities.
  • Guiding clients to prudent financial decisions.
  • Crafting comprehensive financial plans.

Skills

Strong work ethic
Attention to detail
Excellent communication
Relationship-building
Ethical commitment

Education

Level 4 CII Qualification - Diploma in Regulated Financial Advice
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 as they seek driven individuals from diverse backgrounds intrigued by the prospects of becoming financial advisers. This profession offers :

  • 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

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