Trainee Financial Adviser position - Manchester

RecruitUK; Manchester; On-site; GBP 50,000 - 100,000; Full time

Benefits offered by this job

Significant future salary increases OTE £100k+

Discretionary Bonus scheme

Car allowance

Pension

Competitive holiday entitlement

Flexible Working

Job summary

A leading Personal Financial Planning firm in Manchester is seeking a Trainee Financial Adviser to deliver tailored financial advice to clients awarded personal injury compensation. The role entails managing client relationships and providing specialist planning services. Ideal candidates are those with experience in financial services and strong interpersonal skills. This position offers significant salary potential and comprehensive benefits within a supportive team environment.

Qualifications

• Experience in a financial services firm providing advice and reports to clients.
• Desire to work with claimants who have received personal injury settlements.
• Exceptional interpersonal skills to build trust with clients.

Responsibilities

• Provide tailored financial advice to clients awarded compensation.
• Build and maintain relationships with internal business partners.
• Manage a large client bank primarily in the Manchester area.

Skills

Interpersonal skills

Financial planning advice

Client relationship management

Job description

Trainee Financial Adviser position - Manchester

Job Title: Trainee Financial Adviser

Location: Manchester

Job ref: 13775

Recruit UK are working on an excellent opportunity for a Trainee Financial Adviser in Manchester to join a leading Personal Financial Planning advice and Investment Management firm. You will be joining a well-established UK firm. This is an excellent opportunity to deliver tailored financial advice and associated investment management services to clients who are expecting or have been awarded compensation in settlement of a personal injury claim. Providing both pre-settlement expert witness advice and post-settlement investment planning and management.

This position would suit an experienced paraplanner or junior financial adviser wanting to progress into a Financial Advice position at a leading company dealing with high net worth clients. Based in the Manchester office the adviser’s role will be to lead on building and maintaining excellent relationships with internal business partners and manage a large client bank that is predominantly based in the Manchester area ensuring all clients receive an annual review. The adviser will provide specialist financial planning and advice and guidance to clients in receipt of personal injury awards.

What’s in it for you:

• Significant future salary increases OTE £100k+
• Discretionary Bonus scheme
• Fully Comprehensive Company Benefits including:
  
  • Car allowance
  • Pension
  • DIS, CI, PMI
  • Competitive holiday entitlement
  • Car Parking
  • Flexible Working
• Excellent Opportunity to join friendly team at leading Investment Management company
• Offices in Manchester

Skills and experience required:

• Working in a financial services firm providing advice / reports to clients on building financial plans
• A strong desire to work with claimants who have received a personal injury settlement
• Exceptional interpersonal skills to build trust and confidence with vulnerable clients.