Trainee Financial Adviser – Workplace Save + Protect

P M & M

Blackburn

Hybrid

GBP 22,000 - 28,000

Full time

3 days ago
Be an early applicant
Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

Holiday entitlement: 25 days + bank
Hybrid working
On-site parking
Employer pension 8%
Death in service 4x salary
Income protection
Flexible benefits including private医療
Cycle to work
Wellbeing portal
Learning & development support
Bonus scheme

Job summary

P.M.&M is seeking a Trainee Financial Adviser to join our Workplace Save + Protect team. You will support delivery of workplace pension services, employee benefits and corporate protection for employers and employees across various sectors.

Ideal candidates include those with a keen interest in financial services, or professionals in pensions administration or employee benefits, seeking progression toward a regulated advisory role with extensive training and study support.

Job description

Trainee Financial Adviser – Workplace Save + Protect
The role in brief:

An opportunity has arisen to join our Financial Planning team as a Trainee Financial Adviser, specialising in Workplace Pensions and Employee Benefits. This role has been created in response to continued growth across our corporate client base and provides an excellent opportunity for an ambitious individual looking to enhance to eventually transition into an advisory role.

Working alongside experienced advisers, you will support the delivery of workplace pension services, employee benefit solutions and corporate protection arrangements to employers and their employees across a wide range of sectors.

Who we are looking for:

This is an ideal opportunity for an individual who has a genuine interest in financial services and is looking to develop a career in financial advice.

This role would particularly suit an existing , financial services administrator, paraplanner, employee benefits consultant, or someone with experience in pensions administration who is looking to make a difference in the community and eventually take the next step towards becoming a regulated financial adviser.

  • 25 days’ holiday per annum plus bank holidays
  • office closedown over Winter Break
  • flexible Easter Break to account for other religious festivals
  • on-site free parking
  • employer pension contribution of 8%
  • death in service life cover of 4x salary
  • income protection scheme
  • weekly flexi-time
  • agreed overtime
  • family-friendly policies including enhanced maternity, paternity, adoption and shared parental pay
  • flexible benefits (salary sacrifice) scheme including a range of benefits such as private medical insurance with unlimited outpatient cover, extra holidays and an electric car scheme
  • hybrid working
  • full technical and soft skills training and support
  • recruitment incentive scheme
  • cycle to work scheme
  • employee wellbeing portal
  • access to the Wisdom app that offers health, wellbeing, financial and legal support
  • dress for your day policy and dress-down Fridays
  • paid sick leave
  • extensive learning and development opportunities and study support
  • firm-wide success bonus based on the achievement of certain financial metrics
  • access to Dashlane password manager for you plus nine family members or friends
  • fee-free whole of market mortgage and insurance advice
  • access to Able Futures, a mental health support service.
Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Trainee Financial Adviser - Workplace Save + Protect
Trainee Financial Adviser - Workplace Save + Protect

Pm+M • Lancashire

Hybrid
GBP 18,000 - 27,000
25 days holiday per annum
On-site free parking
Employer pension contribution 8%
+7
Trainee Financial Adviser - Workplace Save + Protect
Trainee Financial Adviser - Workplace Save + Protect

PM+M • Blackburn

Hybrid
GBP 22,000 - 28,000
25 days holiday per annum
Hybrid working
On-site parking
+7
Trainee Financial Adviser
Trainee Financial Adviser

Broster Buchanan • Blackburn

Hybrid
GBP 26,000 - 36,000
Trainee Financial Adviser - Workplace Save + Protect
Trainee Financial Adviser - Workplace Save + Protect

Hollybank Trustees Ltd • Lancashire

Hybrid
GBP 21,000 - 32,000
25 days’ holiday + holidays
Winter Break office closure
On-site parking
+7
Trainee Financial Adviser
Trainee Financial Adviser

Capio Recruitment Financial Planning • Leeds

On-site
GBP 24,000 - 36,000
Discretionary bonus
Full-time hours (35 per week)
Holiday entitlement (24–26 days + Xmas
+9
Trainee Financial Adviser
Trainee Financial Adviser

Capio Recruitment Financial Planning • Ouzlewell Green

On-site
GBP 21,000 - 32,000
Company discretionary bonus scheme
Full-time hours 35 per week
24 days holiday + 2 days Christmas
+8
Trainee Financial Adviser
Trainee Financial Adviser

Ellis James Partners Limited • City Of London

Hybrid
GBP 29,000 - 33,000
Hybrid working
Pension scheme
Private medical cover
+2
Trainee Financial Advisor
Trainee Financial Advisor

Search Consultancy LTD • West Kirby

On-site
GBP 26,000 - 34,000
Competitive salary
Study support
Structured training programme
+7
Financial Advisor
Financial Advisor

IDEX Consulting Ltd • United Kingdom

On-site
GBP 72,000 - 88,000
Uncapped bonus
25 days annual leave + bank holidays
Option to apply for 3 additional leave
+4
Financial Administrator
Financial Administrator

Artemis Recruitment Consultants Ltd • Greater London

Hybrid
GBP 24,000 - 30,000
25 days' holiday
Discretionary bonus
Employer pension contribution up to 7.
+4