Trainee Financial Advisor

Ortus PSR Ltd.; Pontefract; On-site; GBP 25,000 - 35,000; Full time

Job summary

Join a leading firm as a Trainee Financial Adviser, offering you immediate access to a loyal client base while also providing full training and support. This role is ideal for a proactive individual eager to build a successful career in financial services with the potential for a rewarding future.

Benefits

Immediate access to a client base

Full training and support

Pathway to industry-leading qualifications

Qualifications

• Proactive and self-motivated individual with a passion for financial planning.
• Desire to progress toward becoming a fully qualified Financial Adviser.
• Keen interest in keeping up with industry regulations.

Responsibilities

• Provide personalised financial advice across pensions, investments, mortgages, and protection.
• Manage and support an existing client portfolio.
• Proactively generate new business through networking.

Skills

Interpersonal skills

Communication skills

Networking

Education

Some experience in financial services

Job description

Step into a Rewarding Career as a Trainee Financial Adviser

Are you ready to take the next step in your financial advisory career? We are recruiting for a Trainee Financial Adviser to join a well-established firm providing expert advice across Mortgages, Protection, Investments, Pensions, Inheritance Tax Planning, and Long-Term Care planning. This is a fantastic opportunity for a driven individual to take on a portfolio of existing clients while also building new business.

What’s on Offer?

• Immediate access to a loyal client base to manage and nurture.
• The opportunity to develop your own client portfolio and grow the firm’s business.
• A broad range of financial services to advise on, from mortgages and protection to investments and pensions.
• Full training and support from experienced advisers to help you thrive in the role.
• A pathway to becoming a fully qualified Financial Adviser with industry-leading qualifications.

Key Responsibilities:

• Provide personalised financial advice across a range of products, including pensions, investments, mortgages, and protection.
• Take ownership of an existing client book, delivering ongoing support and advice.
• Proactively generate new business through networking and relationship-building.
• Stay up-to-date with market trends and regulatory changes to ensure compliance and provide the best advice to clients.

What We’re Looking For:

• A proactive, self-motivated individual with a passion for financial planning.
• Some experience in financial services, with a desire to progress toward becoming a fully qualified Financial Adviser.
• Excellent interpersonal and communication skills, with the ability to build long-lasting client relationships.
• The confidence and drive to win new business and grow your client base.
• A keen interest in keeping up-to-date with industry regulations and products.

If you are ready to take on the challenge of advising high-net-worth clients while also building your own book of business, we’d love to hear from you.

Apply today to start your journey as a Trainee Financial Adviser!