Trainee / Junior Financial Adviser - Diploma qualified

Eden Scott; Scotland; On-site; GBP 25,000 - 45,000; Full time

Job summary

An expanding wealth management firm is seeking a Trainee Financial Adviser or Junior Adviser to join their dynamic team. This is a fantastic opportunity for motivated individuals with a diploma in financial services and client management experience. The role involves acquiring existing clients and developing a client base, with comprehensive support provided for those transitioning into financial advice. The firm boasts an impressive reputation and a strong client portfolio, offering a competitive salary and OTE earnings that are negotiable. If you're ready to take the next step in your financial career, this could be the perfect fit for you!

Qualifications

• Seeking a diploma-qualified individual with client management experience.
• Ideal for experienced paraplanners or account managers transitioning to advice.

Responsibilities

• Acquire and manage existing clients while developing a client base.
• Provide support and training for those moving into financial advice roles.

Skills

Client Management

Financial Advice

Diploma in Financial Services

Paraplanning

Education

Diploma in Financial Services

Job description

An expanding Wealth Management firm is recruiting for a Trainee Financial Adviser, or Junior/Associate Adviser with a view to acquire existing clients and, in due course, develop their client base.

This is an excellent opportunity for a driven and motivated diploma-qualified individual with industry experience to make the move to Financial Advice, gain their CAS status, and grow an existing client base. This role is ideal for an experienced paraplanner or account manager wanting to take the next step. They may also consider someone very close to obtaining a diploma, currently working within an IFA in a role such as a paraplanner, or an adviser wanting to move from a tied environment with support.

The company has grown over the past few years, adding to their already impressive existing client portfolio. Their outstanding reputation, along with the quality of service provided, has ensured that the organization has gone from strength to strength, mainly due to referrals and enquiries.

With these changes, they seek an ambitious, client-focused, and motivated individual with their diploma and client management experience to train up to be an adviser. Alternatively, they are looking for someone to smoothly transition to such a role, perhaps from a tied environment, to break out of a corporate atmosphere and learn other products, or ideally, an experienced paraplanner to do beyond reports.

They would offer support when making the move to such a role, with initial periods of up to a year, if needed, to learn the ropes if moving straight into advice with no experience before, as long as the desire is there. The Financial Planners are so busy that there are clients which need to be retained and looked after.

A competitive salary, clients, and OTE earnings are on offer, but all are open to negotiation. To be considered for this genuinely excellent opportunity, please get in touch as soon as possible to discuss confidentially with Alison Curran.