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Trainee Financial Adviser

Recruit UK
Posted 10 hours ago, valid for 15 days
Location

Glasgow, City of Glasgow G62 6EP, Scotland

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 position is for a Trainee Financial Adviser at a well-established financial advice company located in Glasgow.
  • The role offers a competitive salary of up to £45,000, with the potential for on-target earnings exceeding £60,000 through bonuses.
  • Candidates are required to have a Level 4 diploma in financial advice and ideally possess experience in paraplanning, mortgage, or protection advice.
  • This desk-based role involves managing and developing a client bank with full support, including access to quality client leads and paraplanning assistance.
  • The company promotes a flexible working environment and provides ongoing training and development opportunities.

Job Title: Trainee Financial Adviser

Industry: Financial Services

Location: Glasgow

Salary: Up to £45,000

Job Ref: 9508

Job Description:

Recruit UK are working on an excellent Trainee Financial Adviser opportunity at a well-established UK Financial Advice company with offices in Glasgow.

Company:

This is a UK wide company, offering financial planning and wealth management advice.

Role:

Desk based Financial Advice, dealing with new and existing clients, grow and develop your own client bank with their full support. They have access to quality client leads and an extensive client bank across the UK. You will need to be suitably motivated to deal with volume client calls, mainly via teams. You will provide clients quality financial advice and make recommendations on how to best meet their goals. Managing and developing your client bank. Full paraplanning and admin support.

This is a trainee financial adviser position. Full training provided. You need to have Level 4 diploma in financial advice to be considered and ideally come from a paraplanning, mortgage and protection advice background. This role would also suit advisers looking to return to a financial advice position.

What’s in it for you:

  • Competitive starting salary up to £45k
  • Regular salary reviews
  • Client leads / Existing Client Bank
  • Excellent bonuses - OTE £60k+
  • Excellent Benefits: DIS, Flex Bens, + 5% Pension contribution
  • Flex working - office/home based
  • Paraplanning, Compliance and Administration support
  • Study support to Chartered

Skills and experience required:

  • Diploma (Dip PFS) or equivalent
  • Experience working in financial Services

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.Right now, Recruit UK are pleased to be working with a well established Financial Advice firm, offices in Glasgow on a Trainee Financial Adviser role.

Our commitment to you

  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach - career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

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.