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Trainee Financial Adviser

GCB Recruitment
Posted 3 days ago, valid for 7 days
Location

St. Neots, Cambridgeshire PE19 8HZ, England

Salary

£20,000 - £24,000 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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  • Our clients are looking for a Trainee Financial Adviser to join their team, offering a competitive salary with commission.
  • The role provides the opportunity to work with an existing client bank and receive comprehensive training to achieve a Level 4 Diploma in Financial Planning.
  • Candidates should have prior experience working within an Independent Financial Advisory (IFA) and possess excellent communication skills.
  • The position offers uncapped commission potential along with a clear path for career progression and flexible working options after training.
  • The ideal candidate should be enthusiastic about the financial industry and eager to learn, with a salary range that reflects their experience and performance.

Our clients are seeking an enthusiastic Trainee Financial Adviser to join their growing team. With a client bank provided, you will have the unique opportunity to work with existing clients and build your career further in financial advice from day one. This is an exciting opportunity for individuals who are passionate about the industry and eager to learn, with further training and support provided.

Salary and Benefits on offer:

  • Competitive Basic salary with commission
  • Self-employed structure available
  • A client bank to start working with immediately.
  • Comprehensive training and support to help you become a fully qualified financial adviser.
  • Uncapped commission potential in addition to a competitive base salary.
  • A clear career progression path with opportunities for further professional development.
  • Flexible working options after the initial training period.
  • A supportive and dynamic team environment.

Key Responsibilities:

  • Manage and build relationships with a pre-existing client base.
  • Provide financial advice across pensions, investments, protection, and other financial products.
  • Complete comprehensive training to achieve relevant qualifications (Level 4 Diploma in Financial Planning).
  • Continuously improve product knowledge and stay up-to-date with regulatory changes.
  • Support clients in achieving their financial goals, ensuring compliance with industry standards.

Skills & Experience:

  • Level 4 qualified
  • Prior experience working within an IFA
  • Excellent communication and interpersonal skills.
  • Strong desire to learn and develop in a regulated industry.
  • Ability to build rapport and maintain long-term client relationships.

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.