Trainee Financial Advisor

This employed, Trainee Financial Advisor job in Royal Wootton Bassett provides opportunity to a Diploma qualified individual looking to advance their career as a Financial Adviser.

You will be provided with some clients upon joining to takeover their ongoing servicing. The business is a highly professional, wealth management firm, therefore there will be a range of advice needs.

You should look to identify new opportunities and generate referrals to grow the client book. In addition, the business will provide you with some leads. Any self-generation is always beneficial.

Trainee Financial Advisor Requirements

• You should hold full Level 4 Diploma in Financial Planning or equivalent
• This will likely suit a newly experienced Financial Advisor keen to continue developing their career
• You should be within 30 minutes of their office in Royal Wootton Bassett

The Company

A highly professional Wealth Management practice with a loyal team of Financial Advisors and support staff. The business continues to grow and work closely together.

Trainee Financial Advisor Benefits

• Salary of £40,000 plus attractive bonus structure
• Plus, mileage reimbursement, 25 days holiday + Bank Holidays and auto-enrolment pension
• Working hours of 9am 5pm with flexibility (TOIL) to work evenings and weekends to meet needs of clients
• Flexibility to work from home or their office in Royal Wootton Bassett
• Supportive team environment with opportunity to share positive ideas between fellow Financial Advisors
• Plus, the business owner offers the opportunity for the right individuals to buy into the business

Locations

Royal Wootton Bassett