Trainee Financial Advisor: Path to Planner | Study Support

Search Consultancy LTD; West Kirby; On-site; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Competitive salary

Study support

Structured training programme

Clear progression pathway to Financial

Mentorship from experienced Financials

Hands-on experience in wealth mgmt

Friendly office environment

25 days holiday + bank holidays

Pension scheme

Cycle to work

Job summary

Search Consultancy LTD is recruiting for a Trainee Financial Advisor in Liverpool City Centre. You will work with experienced Financial Planners and support teams while developing the knowledge and practical skills to advise clients on their financial futures.

The role offers exposure to pensions, investments, protection and retirement planning, with ongoing training, industry qualifications support and a clear pathway to becoming a qualified advisor.

Qualifications

• Currently studying towards Level 4 Diploma in Financial Planning.
• Experience in financial services or related roles welcome.
• Graduates in Finance, Economics or Business welcome.

Responsibilities

• Support experienced Financial Planners and their teams while developing knowledge to advise clients.
• Exposure to pensions, investments, protection and retirement planning.
• Develop practical skills for a client-facing advisory career.

Skills

Communication skills

Relationship-building

Customer-focused mindset

Interest in financial planning

Willingness to learn

Education

Level 4 Diploma in Financial Planning

Job description

Search Consultancy LTD is recruiting for a Trainee Financial Advisor in Liverpool City Centre. You will work with experienced Financial Planners and support teams while developing the knowledge and practical skills to advise clients on their financial futures.

The role offers exposure to pensions, investments, protection and retirement planning, with ongoing training, industry qualifications support and a clear pathway to becoming a qualified advisor.