Trainee Financial Advisor

Antony George Recruitment
£25,000 - £29,999
13 Jan 2019
15 Feb 2019
Contract Type
Full Time

Trainee Financial Advisor

My client is an award-winning wealth management firm who are expanding their trainee financial advice team based in Bracknell, looking for two individuals for an immediate start date. A truly fantastic opportunity to be part of an ever-growing, well-established company.

The Company

Our client is an award-winning financial planning and investment company that builds on a heritage of more than 180 years. With offices situated all along the length and breadth of the UK, they have designated two offices specifically for the purpose of training individuals like you, giving you the most efficient and wholesome route to becoming a financial advisor.

Job description

You will build and develop trusted relationships with our current and potential clients, providing personal and bespoke financial planning and wealth management advice. As part of the trainee advisor team your job will be to develop your spectrum of expertise and awareness of the financial service market through the undivided attention of the inhouse training team. Your primary responsibilities will be giving advice on all aspects of financial planning, including pensions, investments and protection.

The ideal candidate

Entering this industry at a trainee level you should have knowledge and understanding of the market, products and regulations. Providing trusted and valuable expertise to ensure our clients’ hopes and ambitions take shape whilst providing peace of mind. The ideal candidate should be well-read and will have high quality interpersonal skills with a strong ability to convey their interest in the market.

My client is committed to the personal and job development of all colleagues and have a clear progression framework to support your individual career path and personal ambitions, providing financial support with your relevant qualifications.

You will have:

-A Diploma (DipPFS, level 4) or equivalent

-Some financial service experience (preferred but not essential)

-Technical/Product knowledge

Salary & Benefits:

-£28,000 - £30,000 per annum

-Up to £5,000 increase on salary once CAS has been achieved (Usually 6-8 months)

-Pension benefits


-Long term career opportunity

Are you the one we’re looking for?

Don’t delay! We’re hiring for an immediate start date. Click the apply button below to start the job application process.

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