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Trainee Financial Adviser

Recruit UK
Posted a day ago, valid for 6 days
Location

Pontefract, West Yorkshire WF9, England

Salary

£18,000 - £21,600 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 job is for a Trainee Financial Adviser with an independent financial advice firm located in Pontefract.
  • The position offers a salary of up to £40,000, depending on skill set and experience.
  • Candidates must hold a Level 4 Diploma in Financial Planning and be within a 30-minute commute from Pontefract.
  • The firm emphasizes a client-centric approach, strong mentorship, and building long-term relationships based on trust and transparency.
  • This role includes benefits such as administration support, a client bank to inherit, hybrid working options, a monthly bonus scheme, and coverage for mileage.

Job Title: Trainee Financial Adviser

Industry: Financial Services

Location: Pontefract

Salary: Up to £40,000

Job Reference: 9271

Job Description:

Are you looking to step into a financial adviser role?

Do you have the relevant qualifications and are looking for a firm to support you at the beginning of your journey?

Recruit UK is partnering with an independent financial advice firm based in Pontefract, seeking a dedicated trainee financial adviser to join their team as they continue to grow.

This firm is committed to delivering high-quality financial advice that gives clients peace of mind about their future. They focus on building long-term relationships based on trust, transparency, and strong ethical values.

The company also takes pride in giving back to the community and supporting meaningful causes. By eliminating unnecessary jargon, they ensure clients fully understand and feel confident in their financial decisions.

This is an excellent opportunity for a motivated individual to launch their career as a financial adviser with a firm that offers strong mentorship, fosters trust and transparency, and prioritises client relationships.

What’s in it for you:

  • Salary up to £40,000 (dependent on skill set and experience)
  • Administration support.
  • Client bank to inherit.
  • Close-knit team.
  • Hybrid working.
  • Monthly bonus scheme.
  • Auto-enrolment pension.
  • Mileage covered.

Skills and Experience required:

  • Holds the Level 4 Diploma in Financial Planning.
  • Within a 30-minute commute from Pontefract.
  • Client-centric approach.

About Recruit UK:

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 is pleased to be working with an Independent Financial Advice firm based in Pontefract in 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.