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Trainee Financial Advisor

Reed
Posted a day ago, valid for 4 days
Location

Aberdeen, Aberdeenshire AB21 9QR

Salary

£36,000 - £43,200 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • This position is for an Aspiring Financial Adviser in the Aberdeen area, targeting Diploma Qualified Paraplanners eager to advance their careers.
  • The role offers comprehensive training and mentorship to facilitate the transition from Paraplanner to Financial Adviser.
  • Candidates should possess a CII Level 4 Diploma in Regulated Financial Planning or an equivalent qualification, along with a passion for financial services and excellent communication skills.
  • The competitive package includes an attractive salary, performance bonuses, and comprehensive benefits, along with a full client bank to support the new adviser.
  • This opportunity is ideal for those looking to make a significant impact on clients' financial futures while being part of a supportive and growing financial services community.

Exciting Financial Services Opportunity in Aberdeen!

Position: Aspiring Financial Adviser

Location: Aberdeen area

Are you a Diploma Qualified Paraplanner with a passion for financial planning and a desire to step up as a Financial Adviser? This is your chance to join our client’s dynamic team in the Aberdeen area and make a significant impact on their clients' financial futures!

What it is on offer:

  • Career Growth: Transition from Paraplanner to Financial Adviser with comprehensive training and mentorship
  • Supportive Environment: Work alongside experienced professionals who are committed to your success
  • Client Engagement: Build and manage your own client portfolio, providing tailored financial advice
  • Competitive Package: Attractive salary, performance bonuses, and comprehensive benefits
  • Client Bank: A full client bank will be provided to aid your transition towards becoming a successful Financial Adviser

What they are looking for:

  • CII Level 4 Diploma in Regulated Financial Planning or equivalent: Essential for this role
  • Passion for Financial Services: A genuine interest in helping clients achieve their financial goals
  • Excellent Communication Skills: Ability to explain complex financial concepts in a clear and engaging manner
  • Proactive Attitude: Eager to learn, grow, and take on new challenges

Ready to take the next step in your career and where you will be part of a growing financial services community with many opportunities to develop further. Apply now and embark on an exciting journey towards becoming a Financial Adviser!

Submit your CV to avoid disappointment or contact Pauline Low at Reed on if you have any questions.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.