Trainee Financial Adviser - Client Service in Wolverhampton

RecruitUK; Wolverhampton; On-site; GBP 31,500 - 38,500; Full time

Benefits offered by this job

Basic salary up to £35,000

Quarterly bonuses

Parking available

Holiday allowance plus Christmas shutdown

Job summary

A well-established wealth management firm in Wolverhampton is seeking a Trainee Financial Adviser. This role offers an excellent opportunity to gain client-facing experience and assist with servicing clients from an existing client bank. Ideal for an experienced paraplanner or junior adviser looking to develop in the financial industry. The position includes a competitive salary, quarterly bonuses, and professional growth opportunities within a supportive environment.

Qualifications

• Experience providing financial advice or preparing reports.
• Strong desire to progress as a financial adviser.
• Excellent verbal and written communication skills.

Responsibilities

• Manage client meetings and gather fact finds.
• Provide quality servicing and maintain relationships with clients.
• Assist ongoing servicing of clients from an existing client bank.

Skills

Financial services experience

Strong communication skills

Desire to develop in the financial industry

Job description

A well-established wealth management firm in Wolverhampton is seeking a Trainee Financial Adviser. This role offers an excellent opportunity to gain client-facing experience and assist with servicing clients from an existing client bank. Ideal for an experienced paraplanner or junior adviser looking to develop in the financial industry. The position includes a competitive salary, quarterly bonuses, and professional growth opportunities within a supportive environment.