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Trainee Financial Advisor

Trainee Financial Advisor

Ortus PSR

Posted 10 hours ago, valid for 6 days

Pontefract, West Yorkshire WF9, England

£18,000 - £21,600 per annum

Full Time

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Sonic Summary

The position is for a Trainee Financial Adviser at a well-established firm specializing in various financial services such as mortgages, investments, and pensions.
Candidates should have some experience in financial services and a desire to progress towards becoming a fully qualified Financial Adviser.
The role offers immediate access to a loyal client base, full training from experienced advisers, and the opportunity to build a personal client portfolio.
Key responsibilities include providing personalized financial advice, managing an existing client book, and generating new business through networking.
The salary for this role is competitive, but specific figures are not mentioned, and the requirement is for candidates to have at least some prior experience in financial services.

Step into a Rewarding Career as a Trainee Financial Adviser

Are you ready to take the next step in your financial advisory career? We are recruiting for a Trainee Financial Adviser to join a well-established firm providing expert advice across Mortgages, Protection, Investments, Pensions, Inheritance Tax Planning, and Long-Term Care planning. This is a fantastic opportunity for a driven individual to take on a portfolio of existing clients while also building new business.

What’s on Offer?

Immediate access to a loyal client base to manage and nurture.
The opportunity to develop your own client portfolio and grow the firm’s business.
A broad range of financial services to advise on, from mortgages and protection to investments and pensions.
Full training and support from experienced advisers to help you thrive in the role.
A pathway to becoming a fully qualified Financial Adviser with industry-leading qualifications.

Key Responsibilities:

Provide personalised financial advice across a range of products, including pensions, investments, mortgages, and protection.
Take ownership of an existing client book, delivering ongoing support and advice.
Proactively generate new business through networking and relationship-building.
Stay up-to-date with market trends and regulatory changes to ensure compliance and provide the best advice to clients.

What We’re Looking For:

A proactive, self-motivated individual with a passion for financial planning.
Some experience in financial services, with a desire to progress toward becoming a fully qualified Financial Adviser.
Excellent interpersonal and communication skills, with the ability to build long-lasting client relationships.
The confidence and drive to win new business and grow your client base.
A keen interest in keeping up-to-date with industry regulations and products.

If you are ready to take on the challenge of advising high-net-worth clients while also building your own book of business, we’d love to hear from you.

Apply today to start your journey as a Trainee Financial Adviser!

Apply now in a few quick clicks