Trainee Financial Adviser

Job Title: Trainee Financial Adviser

Industry: Financial Advice

Location: Coventry

Salary: £25,000 - £35,000

Reference Number: 10324

Job Description:

Recruit UK are working on an excellent opportunity for a Trainee Financial Adviser in Coventry to join a Chartered Independent Financial Advice Firm.

We are representing an excellent wealth management chartered independent firm, who provide the highest level of technical financial planning. They provide specialist advice and guidance to companies, individuals, trustees and charities in the areas of Investment & Retirement planning, Employee Benefits, Tax planning including IHT, Long Term Care fee advice and Lifetime cashflow planning.

Our client has a regional presence and they are currently seeking a Trainee Financial Planner that is Level 4 Diploma qualified and who is seeking a long-term career opportunity. They can assist you with developing a client bank within the firm and providing your clients with whole of market financial advice on Pensions, Protection and Investments.

Salary/Benefits:

• Competitive salary up to £35,000 (negotiable) + Uncapped Bonuses
• Some existing clients to be allocated
• Access to client leads
• Access to various professional connections
• Uncapped bonuses based on performance - once reached validation
• Study and Exam support towards Chartered
• Generous holiday
• Pension contribution
• Training and shadowing support from experienced advisers and other members of the team in the office

Skills and Experience Required

• Level 4 Diploma qualified professionals or those near completion
• Have a strong commitment to provide excellent customer service in order to ensure long term relationships with clients
• Have a proactive work ethic
• Have the ability to work independently to develop client solutions with excellent interpersonal and communication skills