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Trainee Financial Advisor

Resource Matters Ltd
Posted 7 days ago, valid for 16 days
Location

Didcot, Oxfordshire OX11 9LT

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 position offers a basic salary of up to £55,000, along with a comprehensive benefits package, car allowance, and bonuses.
  • Candidates must possess a Level 4 Diploma in Financial Planning to qualify for the role.
  • The successful applicant will provide holistic financial planning advice to a portfolio of clients, with full paraplanning and administrative support.
  • This role is ideal for someone with a genuine desire to deliver high-quality advice and service, along with knowledge of investments, tax planning, and pensions.
  • The company prioritizes client interests and fosters a supportive team environment, making it an attractive opportunity for aspiring financial advisors.

Basic to £55k + Package + Car Allowance + Bonuses

Must have Level 4 Diploma in Financial Planning.

Resource Matters have been retained by this well known local IFA firm to recruit a Trainee Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a portfolio of clients with on-going advice fees. In addition you will receive full paraplanning support.

Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians.

It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure.

The Trainee Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation.

Your Qualifications for the Trainee Financial Advisor role:

  • Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
  • Genuine desire to provide a high standard of advice and service to clients
  • You are engaging and can connect with a wide array of audiences
  • Working knowledge of Investments, tax planning and Defined Contribution Pensions.

Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143

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.