Trainee Financial Adviser

Heat Recruitment; Royal Tunbridge Wells; Hybrid; GBP 30,000 - 38,000; Full time

Job summary

A leading company specializes in financial advice, offering a Trainee Financial Adviser role in Royal Tunbridge Wells. This permanent position allows for remote working and offers comprehensive training, paving the way for developing expertise in wealth management and building a client base with support from seasoned professionals.

Benefits

Additional adviser bonus scheme

25 days holiday plus 8 bank holidays

5% company pension contribution

Flexible medical package

Monthly bonus payments based on 3X validation of salary

Qualifications

• Experience in paraplanning and administration.
• Desire to develop a client bank.
• Solid industry background.

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.
• Managing a client bank and bringing in additional assets.

Skills

Paraplanning

Back-office administration

Wealth management advice

Education

Diploma qualification

Job description

Job Description

This role is based in Royal Tunbridge Wells with a salary range of £30,000 - £38,000. It is a permanent position with remote working options.

Position: Trainee Financial Adviser

Location: Royal Tunbridge Wells/East Sussex

Reference: b258e483d949

Posted: 02.06.2025

Expiry Date: 17.07.2025

Role Overview

This is an excellent opportunity for someone with a Diploma qualification, experience in paraplanning and back-office administration, who aims to transition into an adviser role within 6 months with support from an IFA. The candidate should have a solid industry background and a desire to develop a client bank.

What We Offer

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

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.
• Managing a client bank, with opportunities to grow assets by bringing in additional assets.
• Learning and developing within the business as it grows.

The successful candidate will be given clients to service and will be supported to build their client base.