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Trainee Financial Advisor

GCB Recruitment
Posted 13 hours ago, valid for a month
Location

Cardiff, South Glamorgan CF5 2XJ, Wales

Salary

£20,000 - £24,000 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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  • The Trainee Financial Advisor Programme offers a structured pathway to becoming a successful independent financial adviser.
  • Starting as a support administrator, candidates will gain hands-on experience in financial products and client relationship management.
  • The role has a salary package of £30,000 - £35,000, with additional bonuses available.
  • Candidates should have experience in a similar environment and a university degree in Business or Finance is desirable.
  • This position requires strong communication skills, attention to detail, and knowledge of financial markets.

Are you looking to kickstart your career in finance with our client's Trainee Financial Advisor Programme?

This role offers a structured pathway to becoming a successful independent financial adviser. Starting as a support administrator, you’ll gain hands-on experience while building essential knowledge in financial products, investment strategies, and client relationship management. With opportunities to work alongside experienced advisers, you’ll enhance your skills in areas like cashflow planning, effective questioning, and client meetings. Upon successful completion of a 12-week probation period, you’ll begin a tailored exam schedule, guiding you step-by-step toward the qualifications needed for an advisory role.

Join our clients and take the first step towards a rewarding career in financial advice!

Salary package on offer for the role of Trainee Financial Advisor:

  • £30,000 - £35,000 Basic Salary
  • Bonus Structure

Working Hours:

  • Monday – Friday
  • Office or home-based dependent on location

Requirements for this Trainee Financial Advisor role:

  • Microsoft Office knowledge 
  • Strong written, as well as verbal, communication skills
  • Attention to detail
  • Organisational and planning skills
  • Financial market and funds knowledge
  • Experience in a similar environment
  • University degree in Business/ Finance related desirable

Responsibilities of the Trainee Financial Advisor are:

  • Making appointments with clients and prospective clients
  • Research on the investment systems
  • Preparing of client annual review and follow up
  • Preparation of analysis of portfolios and funds
  • Insurance provider and product research
  • Process and procedure updates
  • Administrative and compliance duties, including preparing cashflow reports, new recommendation packs and suitability reports
  • (If Applicable) Exam training and schedule

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.