Trainee Financial Advisor: FTSE 100 Wealth Management Company

THE CLOSERS CLUB LIMITED; Greater London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading wealth management firm in the UK is seeking aspiring Financial Advisors. The role offers a clear three-stage training program that starts with Internal Sales, followed by Trainee Advisor, and culminates in becoming a Qualified Financial Advisor. Candidates must be graduates with a strong interest in financial markets and excel in client interactions. The potential earnings can exceed £150k in the first year. This is a long-term career opportunity, not just a job.

Qualifications

• Graduate level education is required.
• Interest in Financial Markets is necessary.
• Strong interpersonal skills for face-to-face client interactions.
• Must be committed to a long-term career.

Responsibilities

• Contact high net-worth individuals to arrange meetings.
• Shadow a qualified Financial Advisor post-exams.
• Work on pre-booked meetings as a qualified Financial Advisor.

Job description

Job Description

If you are the below then you could have what it takes to become a fully qualified Financial Advisor offering realistic six figure earning potential!

Requirements

• A Graduate
• Interested in the Financial Markets
• A natural closer
• At your best your best when face to face with clients
• Looking for a career not just a role

We are exclusively working with a FTSE 100 Wealth Management firm that currently manages over £100 billion worth of funds while they have developed a brilliant programme that will rapidly fast‑track your progression. The programme consists of the following three stages:

Section 1: Internal Sales

This is a great way to get a real feel for the business/sector while taking your exams. Your role will consist of contacting high net‑worth individuals working off warm data with the aim to arrange a meeting with them and a qualified Financial Advisor.

Section 2: Trainee Advisor

Once you have passed your exams and progressed through the Internal Sales team you will become a Trainee Advisor, where you will be mentored by one of the business's top Financial Advisors. This role will allow you to shadow an Advisor permanently in order to ensure you hit the ground running when you progress to stage 3 (12 months average in the role).

Section 3: Qualified Financial Advisor

You will now be a fully qualified and capable Financial Advisor working purely of pre‑booked meetings in a role where no one has earned less than £150k in their first year.