Trainee Financial Adviser

Heat Recruitment; Manchester; Remote; GBP 35,000 - 40,000; Full time

Job summary

A leading company in financial services is seeking an Independent Financial Adviser to join their dynamic team. This role offers a competitive salary and the opportunity for career growth, with support to transition into an advisory position within 6 months. As an adviser, you will provide expert financial advice on various products, manage a client portfolio, and work collaboratively within the team to ensure exceptional service to clients.

Benefits

Additional adviser bonus scheme

25 days holiday + 8 bank holidays

5% company pension contribution

Flexible medical package

Monthly bonus payments based on 3X validation of salary

Qualifications

• Candidates should possess a Level 4 qualification.
• Minimum of paraplanning experience is required.
• Strong industry background and client management skills are essential.

Responsibilities

• Providing first-class advice on wealth management, including pensions and investments.
• Collaborating with the paraplanning team to deliver timely reports.
• Growing the client asset bank by bringing in additional assets.

Skills

Financial Advice

Wealth Management

Client Management

Education

Level 4 Qualification

Job description

Location: Manchester

Salary: £35,000 - £40,000

Type: Permanent

Workplace: Remote

Ref: 88220

Recruiter Managing This Role

Independent Financial Adviser Manchester/Remote Working Up to £40,000

This is an opportunity for someone with a Diploma qualification and experience in paraplanning and back-office administration to transition into an adviser role within 6 months, with support from an IFA. The ideal candidate will have a strong industry background and a desire to build a client bank.

What’s on offer?

• Additional adviser bonus scheme
• 25 days holiday + 8 bank holidays
• 5% company pension contribution
• Flexible medical package
• Monthly bonus payments based on 3X validation of salary

This role involves joining an existing team of advisers to provide excellent financial advice to clients within a specified region. The incoming adviser will be assigned a client portfolio to service.

Applicants should have a Level 4 qualification and a minimum of paraplanning experience.

Principal Accountabilities / Main Responsibilities

• Providing first-class advice on wealth management, including pensions, investments, tax planning, savings, and protection products
• Collaborating with the paraplanning and administration team to deliver timely reports and excellent customer service
• Growing the client asset bank by bringing in additional assets where possible
• Learning and developing with the business as it grows