Back Office ofertas em Grã-Bretanha

This role is based in Royal Tunbridge Wells with a salary range of £30,000 - £38,000. It is a permanent position with remote working options.

Position: Trainee Financial Adviser

Location: Royal Tunbridge Wells/East Sussex

Reference: b258e483d949

Posted: 02.06.2025

Expiry Date: 17.07.2025

This is an excellent opportunity for someone with a Diploma qualification, experience in paraplanning and back-office administration, who aims to transition into an adviser role within 6 months with support from an IFA. The candidate should have a solid industry background and a desire to develop a client bank.

• Additional adviser bonus scheme
• 25 days holiday plus 8 bank holidays
• 5% company pension contribution
• Flexible medical package
• Monthly bonus payments based on 3X validation of salary

• Providing first-class advice on wealth management including pensions, investments, tax planning, savings, and protection products.
• Collaborating with the paraplanning and administration team to deliver timely reports and excellent customer service.
• Managing a client bank, with opportunities to grow assets by bringing in additional assets.
• Learning and developing within the business as it grows.

The successful candidate will be given clients to service and will be supported to build their client base.