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- Trainee Independent Financial Adviser
- Cheltenham/Gloucestershire
- £47,000pa
- Mentored by Director
- Remote based role
- Given an established book of business
- No need to develop your own leads
- Support towards achieving Chartered status
The Burford Recruitment Company are delighted to be working with a local, highly successful, independent financial planning business. The team are dedicated to providing exceptional service, and are now looking for a talented individual to join them in delivering tailored financial advice to a well-established client bank.
The Role
We are seeking a Level 4 diploma-qualified candidate, ideally based in the Gloucestershire/Cheltenham area, to provide ongoing advice to a portfolio of established clients. This is an excellent opportunity for someone currently working as a Trainee Financial Adviser, Paraplanner, or in a client support role, who is keen to progress in their career.
Key responsibilities include:
- Building and nurturing relationships with your allocated clients.
- Servicing and managing clients through face-to-face and online meetings
- Focusing on client care without the need to source or develop your own leads.
The ideal candidate will bring:
- Self-sufficiency, self-motivation, and ambition.
- Excellent interpersonal and communication skills.
- A commitment to loyalty and professional growth.
- Salaried role with a competitive starting salary and regular reviews based on your productivity and client success.
- Opportunity to develop your profile as an adviser and take on new clients.
- Support towards achieving Chartered status if desired.
- A chance to work remotely while maintaining strong local client connections in Gloucestershire.
If you’re ready to take the next step in your financial advisory career with a firm that values dedication and client care, we’d love to hear from you!
