Trainee Financial Adviser Level 4 – Mentorship & Client Base

Ellis James Partners Ltd; East Midlands; On-site; GBP 36,000 - 44,000; Full time

Benefits offered by this job

Academy training

Ongoing mentorship

Full administrative support

Existing client base provided

Job summary

Ellis James Partners is recruiting a Trainee Financial Adviser (Level 4 Qualified) for their Nottingham office, covering Nottingham, Leicester & Derby. The role offers a £40,000 basic salary plus 50% of new business initial advice fees (IAF) and an existing client base.

You will benefit from Academy training, ongoing mentorship and full administrative support as you develop towards an established adviser role, with the chance to grow earnings as your training progresses.

Qualifications

• Level 4 Diploma in Financial Planning is essential.
• Confident in building client relationships.
• Motivated to develop advisory knowledge and skills.

Responsibilities

• Develop client relationships while training and progressing.
• Deliver high-quality advice as your training progresses.
• Utilise academy training and mentorship to grow earnings.

Skills

Client relationships

Commercial mindset

Technical knowledge

Education

Level 4 Diploma in Financial Planning

Job description

Ellis James Partners is recruiting a Trainee Financial Adviser (Level 4 Qualified) for their Nottingham office, covering Nottingham, Leicester & Derby. The role offers a £40,000 basic salary plus 50% of new business initial advice fees (IAF) and an existing client base.

You will benefit from Academy training, ongoing mentorship and full administrative support as you develop towards an established adviser role, with the chance to grow earnings as your training progresses.