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Trainee Financial Adviser

www.topfinancialjobs.co.uk - Jobboard

London

On-site

GBP 30,000 - 60,000

Full time

7 days ago
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Job summary

An established industry player is seeking motivated individuals to join their dynamic team as Financial Advisers. This full-time opportunity offers comprehensive training to achieve a Level 4 CII Qualification, paving the way for a self-employed adviser role. Candidates will enjoy flexibility, lucrative financial incentives, and the chance to build meaningful client relationships. If you're ready to embark on a rewarding career path in financial planning, this is your chance to make a significant impact while enjoying personal fulfillment and professional growth.

Benefits

Comprehensive training
Access to online curriculum
Self-employed adviser role upon qualification

Qualifications

  • Strong work ethic and commitment to ethical practices.
  • Ability to build and maintain client relationships.

Responsibilities

  • Developing new client relationships and guiding clients with financial decisions.
  • Creating financial plans to meet client goals and customizing strategies.

Skills

Communication Skills
Attention to Detail
Relationship Building
Diligence
Ethical Practices

Education

Level 4 CII Qualification - Diploma in Regulated Financial Advice

Job description

Location: London

Description:

Job Description

Are you looking for a new career opportunity? We are collaborating with one of the UK's leading financial planning firms, seeking motivated individuals from diverse backgrounds interested in becoming financial advisers. This profession offers:

  • Flexibility to balance work and family life
  • Lucrative financial incentives and advancement opportunities
  • Personal fulfillment through meaningful work

The client is currently hiring for a full-time program.

Benefits for successful candidates include:

  • Comprehensive training with expert tutors and access to an online curriculum to achieve the Level 4 CII Qualification - Diploma in Regulated Financial Advice
  • Entry into a self-employed adviser role upon qualification, allowing you to build your own business

If you are already in financial services, you understand the high demand for financial planners and the exciting opportunities in this field. If you're transitioning from another industry, this academy supports your entry into this promising sector.

We would love to hear from you if you resonate with the following statements:

  • I aspire to establish my own financial planning business
  • I am considering a career change or re-entering the workforce
  • I have a strong work ethic, diligence, and attention to detail
  • I am committed to ethical practices and regulatory compliance
  • I excel in communication and relationship-building

Interested in learning about the rewarding aspects of being a Financial Adviser? Let's discuss this exciting profession. Meanwhile, here are some activities you may engage in:

  • Developing new client relationships
  • Guiding clients with financial decisions
  • Creating financial plans to meet client goals
  • Providing advice on financial matters
  • Building new business opportunities and relationships
  • Customizing strategies to client needs
  • Maintaining long-term client relationships and industry knowledge

To apply, submit your application below to receive an invitation to our webinar, where we'll explore the benefits, your potential gains, and next steps.

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