Trainee Financial Adviser

Ellis James Partners Ltd; West Bridgford; On-site; GBP 36,000 - 44,000; Full time

Benefits offered by this job

Academy training

Mentorship

Administrative support

Job summary

Ellis James Partners is seeking a Trainee Financial Adviser (Level 4 Qualified) to join our Nottingham office, covering Nottingham, Leicester and Derby. You will work with an established client base and receive academy training and ongoing mentorship as you progress.

With a Level 4 Diploma in Financial Planning, you’ll focus on developing client relationships, delivering quality advice and growing earnings through new business you generate, while benefiting from full admin support.

Qualifications

• Level 4 Diploma in Financial Planning is essential.
• You will develop client relationships and enhance technical knowledge.
• Supportive academy training and mentorship are provided.

Responsibilities

• Build and maintain client relationships.
• Deliver quality financial advice as training progresses.
• Grow earnings through new business you generate.
• Work with an established practice and supportive admin team.

Skills

Client relationships

Commercial mindset

Financial planning

Education

Level 4 Diploma in Financial Planning

Job description

Trainee Financial Adviser (Level 4 Qualified)

Nottingham office Covering Nottingham, Leicester & Derby

£40,000 basic salary + 50% of new business IAF

An established St. James s Place Partner Practice is looking for a Level 4 qualified individual to join the team, supporting existing clients across Nottingham, Leicester and Der ib

With access to Academy training, ongoing mentorship and a client base provided, this is an opportunity to develop towards an established Financial Adviser role without having to build a book entirely from scratch.

You'll have the backing of an established practice and full administrative support, allowing you to focus on developing client relationships, delivering quality advice as your training progresses and growing your earnings through a package that rewards the new business you generate.

Who would suit this?

A Level 4 Diploma in Financial Planning is essential. You might be newly qualified and looking to take the next step into financial advice, or an existing adviser seeking a new opportunity.

You’ll need to be confident building client relationships, commercially minded and motivated to develop your technical knowledge and advice skills.

Experience within the St. James s Place network would be useful, but advisers from other financial planning backgrounds are welcome.

The package

• £40,000 basic salary
• 50% of new business initial advice fees (IAF)
• An existing client base provided
• Academy training, ongoing mentorship and full administrative support

About Ellis James Partners

Ellis James Partners is a specialist financial services recruitment consultancy working with St. James s Place Partner Practices and financial planning businesses across the UK. We recruit across financial advice, paraplanning, wealth management and practice support, helping firms attract the people they need to grow.