175 trainee financial adviser jobs found

Trainee Financial Advisor opportunity - National Academy programme with no barrier to location - UK wide*. Have you ever thought about becoming a financial advisor but weren’t sure how to make it a reality? - here is your chance to make it happen. The financial services sector contributed £278 billion to the UK economy which was 12% of total economic output, including employing 1.1million. Financial Planning and advice play an important role in this sector helping individuals achieve their financial dreams and avoid their financial nightmares. We are hiring for trainee financial advisors for a new, fully funded training academy that is due to launch early 2024. This is a fantastic opportunity to enter a structured academy programme that will take you through the necessary qualifications and skills training required to become a successful financial advisor. In this academy you will: Gain the necessary professional qualifications required to become a financial advisor...

Are you an adviser who writes your own suitability reports or an experienced, level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level? Idex consulting are looking for someone who is passionate about great client service to join this Large IFA. If you would like a role that combines advice and paraplanning/suitability report writing for an established portfolio of clients I want to hear from you. The role: The Trainee Adviser helps to execute the delivery of the Regional Business plan through great financial planning and service to clients whilst adhering to the relevant regulatory and governance requirements and giving due consideration to internal and external business risks You will undertake broad financial planning ensuring each client's goals are fully understood and the most appropriate solution offered Over the course of the first year you will then be given clients to manage whilst still...

Do you want to become a wealth adviser? Do you have some or all of your level 4 diploma? This is a home based role, but you will need to be within 45 minutes of the centre of Reading On offer is a true trainee wealth adviser role with a highly successful firm who have experienced and have excellent relationships with their clients who provide constant positive feedback. They have grown every year by c.30% by looking after their clients well and benefitting from a high number of referrals (friends family etc) as a result of this. Our people are critical so are given excellent support and a high degree of flexibility and freedom. The right candidate would be self motivated and a self starter. The ability to work effectively at Home and to enjoy client contact is vital. As a flourishing small business there is a significant opportunity here for the right individual. The Principal will be looking for a long term succession plan over the next 5/10 years. His plan is to remain active...

My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: * Meet potential new clients to ascertain their current and future financial planning needs * Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures * Introduce clients to the wider support team of the business * Maintain the existing HNW client book and retain excisting clients * Building and maintaining a strong network of professional connections * Identify and make suggestions to the...

Trainee Financial Adviser * Competitive basic along with uncapped bonus structure. * Comprehensive benefits package. * Structured training programme provided. * Opportunity to work in a highly supportive environment. * Study support to attain Chartered status. * Modern office working environment with free parking. The role A fantastic opportunity has arisen for a Trainee Financial Adviser to join a thriving Wealth Management Practice based in Sunderland. The successful candidate will become part of a dynamic team who really put the clients’ needs at the heart of everything they do. You will work with a highly supportive leadership team who will go out of their way to ensure you are successful in the role by means of a thorough induction and integration into the business, along with robust training and ongoing support. Once trained up, you will provide holistic financial advice covering core areas including retirement planning, savings and investments along...

Junior Paraplanner Manchester £23,000 - 26,000 (depending on experience) Monday to Friday A growing wealth management practice are looking to add a Junior / Trainee Paraplanner to their adviser support team. Junior Paraplanner Key Responsibilities * Processing new business * Preparing client meeting review packs * Dealing with client enquiries / queries * Fund switches / withdrawals * Liaising with product providers * Providing an exemplary service to clients at all times The role will be fully office based during training before moving to 1 working day from home. Once settled in and trained up, this can be altered to balance out more working from home days. Junior Paraplanner Benefits * Employer pension contribution 5% with member contributions of minimum of 3% * 25 days holidays plus bank holidays + Birthday as additional days holiday * Flexible working hours * 10 days paid sick pay What next? Apply today to be considered for this Junior...

We are currently looking for a Mortgage and Protection Adviser to join our clients, a nationally recognised Estate Agency who are looking to add to their team in Northampton The position will be based in the Northampton office, with leads provided from the Estate Agency team. Our clients are seeking a Trainee Mortgage Advisor with CeMap 1 qualification or above. Working hours: Full Time Monday – Friday and alternate Saturdays (with lieu day provided) The successful Mortgage and Protection Adviser will be offered: Basic Salary £22,000 Strong Commission structure OTE £35,000 - £40,000 Car allowance Great Progression Opportunities Mortgage and Protection Adviser requirements: Driven to achieve targets and ability to offer excellent customer service. Ability to deal with 1st appointments and subsequent sign ups. CeMap 1 qualification Full UK Driving license. Responsibilities for the role of Mortgage and Protection Adviser:...

Are you an individual aspiring to be a successful Trainee Mortgage and Protection Adviser? Our client based in Essex, are seeking an additional Trainee Mortgage and Protection Adviser to maintain their high levels of service to both clients and the professionals they work with. My clients will provide full training and support for an individual to get them to speak with clients as soon as possible. The successful Trainee Mortgage Adviser will be offered: £20,000 - £23,000 Basic Salary £30,000 OTE  Additional Bonuses Full Training provided. Great progression opportunities Great Lead Sources To be considered for the Trainee Mortgage Adviser role you must have: CeMap or currently studying CeMap or other industry-recognised qualification Excellent communication skills Proven track record of working in a targeted sales environment Outstanding levels of customer service Proven customer relationship management experience Self-motivation to...

Are you ambitious, driven and career focused? Are you ready for a new challenge and the opportunity to completely change your career? This rare opportunity offers a limited number of outstanding individuals, with no previous experience in the field, the opportunity to become a successful Mortgage Adviser. This fully funded development program will give you the qualifications and skills to have a hugely successful career with an award winning firm. This opportunity will suit someone with a successful career track record within a professional setting looking to take their career in a completely new direction. Previous successful applicants have come from all areas of the community including Bankers, police officers, sports people and also military backgrounds. Trainee Mortgage Adviser Full time, permanent LOCATION: Taunton, Somerset (Office Based) SALARY: £42,000 PA, with limitless further earning potential COMPANY: Award winning financial services firm in central Taunton...

Head of Paraplanning - Market Harborough, UK Benefits: * Company pension * Flexitime * On-site parking * Robust bonus structure to reward your hard work. * Exam support and clear pathways for career progression. * Modern and inviting offices that foster collaborative work A dynamic and rapidly growing wealth management firm, currently ranking among the top five fastest-growing firms in the country. As part of our ambitious expansion plans, we are seeking an ambitious and driven individual to join us as the Head of Paraplanning. This role will be integral to our leadership team, responsible for managing a team of Paraplanners and Trainee Wealth Managers, driving operational efficiency, and ensuring the highest standards of client service. Key Responsibilities: * Complex suitability report writing, covering drawdown, tax-free cash, and inheritance tax advice. * Collaborating with the Managing Director for technical meeting preparation and fund analysis. *...

We are currently looking for a Financial Advisor(Trainee or Experienced) to join our clients, an established independent, Financial Services firm based in Leicestershire. My client, an established and growing wealth management firm, has a fantastic opportunity to have a career as a successful financial adviser. They will offer full training and support to the successful candidate, with leads and marketing provided. The role is available on a hybrid or remote basis. Working hours:  As a Financial Adviser, you’ll be required to work Monday – Friday The successful Financial Adviser will be offered:  £30,000 - £40,000 Basic or Self Employed Commission only option. £50,000 OTE Hybrid/ Remote Working  22 days holiday + bank holidays  Pension  Free Parking  To be considered for the Financial Adviser role you must have:  Minimum R06 qualification Excellent organisational & communication...

Independent Financial Planner NB: A trainee would be considered for this role. Tempest Jones Consulting are currently representing a long-established firm of Chartered Financial Planners in their Chesterfield office. The opportunity we have is for an Independent Financial Planner to inherit and service an existing bank of loyal clients, looking after their investment, pension, IHT and protection needs, handling mainly individuals with a small amount of corporate. There will also be access to new business opportunities by way of online enquiries, referrals, website leads and leads from professional connections. The successful candidate will have the support of an administration and paraplanning team, thus freeing up their time to build and nurture client relationships through regular meetings, held predominantly onsite in their Chesterfield office. This is a brilliant opportunity for either an experienced or Trainee Adviser as full clients are provided along with training, if...

Trainee Financial Planner/ Experienced Financial Planner A unique opportunity has arisen for an Experienced Financial Planner or Trainee Planner to join a reputable wealth management practice in their Sheffield office. The successful candidate will give advice and guidance on estate planning, pensions, IHT, investments, protection and long-life care planning. This role could suit an experienced candidate but also a Trainee, somebody who is relatively new to their advisory career, seeking a more supportive firm or a Paraplanner with exceptional people skills and an ability to build rapport, now looking to launch their career as a Financial Planner. On offer would be exceptional training, good quality existing clients, a competitive employed contract and the chance to further develop yourself within a very supportive and nurturing environment where study up to fellowship would be provided. On top of salary and bonus, you will receive full administrative and paraplanning support...

Are you feeling stuck in your current career but don't know where to turn? We understand that the thought of retraining can be daunting, but what if we told you that you could have a rewarding career in financial services? Our award-winning partner client is seeking motivated professionals like you to join their team as a Trainee Mortgage Advisor. You'll receive fully funded development through their comprehensive program, along with a flexible working model and modern office space. And with a minimum starting salary of £42k, your earning potential will be limitless. This opportunity would suit already successful professionals who are seeking a change and ready to make the jump into a new profession. With a guaranteed higher rate starting salary, this position is perfect for those looking to make a lucrative career move. Apply now and take the first step towards a fulfilling and rewarding future! The training academy offers a limited number of...

Trainee Client Support Manager A very exciting opportunity has arisen at a local independent financial adviser office based in luxury offices near Furzton Lake, Milton Keynes. This role will involve sitting on client meetings between a financial adviser and their client, taking notes of the discussion and subsequently completing a document detailing their affairs. Confidentiality is therefore essential for this role. This is not a sales role with the priority ensuring that clients receive the best service possible. No experience is required as full training will be provided. This is an interesting role where there will be a balance between sitting on client meetings and working in the office completing other important functions. Other tasks would include – * Producing valuations of client investment portfolios * Contacting providers regarding client information * Scanning in client documents The company looking to recruit is a small business with a fabulous...

Trainee Paraplanner/ Junior Paraplanner/ Report Writer/ Paraplanner/ IFA Administrator/ Senior IFA Administrator Location: Birmingham Salary: Up to £32,000 Dependant on Experience Duration: Permenent, Full Time, Hybrid We are working with an established National IFA who are looking to bring on a remote Trainee Paraplanner to conduct report writing, research and administration support. As a Trainee Paraplanner your key responsibilities will include: * To log and manage paraplanning requests from advisers. * To provide paraplanning support predominantly for basic new business such as individual protection, ISA and GIA investment contributions and replacement business and pension contributions, progressing over time to include more complex new business such as pension drawdown, investment bonds and esoteric investments. * To assist Pension Switch Team as needed. * To ensure the adviser has sufficient know your client information recorded within the back-office...

Trainee Paraplanner Location Solihull Salary; £30, 000 - £35,000 Duration: Permanent, Full Time The Role We are working with a small IFA based in the heart of Solihull who are looking to grow and bring on a Trainee Paraplanner The individual must be driven and capable, keen to write reports and develop a career path in the future towards Financial adviser. In the role you will work as a team to provide timely and efficient support to the Financial Advisers and the wider business. Predominantly working with one individual adviser. Key Duties as Trainee Paraplanner: * To provide efficient administrative support to IFAs and paraplanners * To be a point of contact for clients, new business, life offices and third parties * Maintain administration systems and ensure client data and Mi is accurate and up to date * Manage Letters of Authority (LOA requests) timely and efficiently with providers * Booking client meetings and managing client servicing...

Recruit Wealth are representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for an experienced Administrator to join their Bracknell team/office. Our client is a modern, highly ethical and rewarding employer. They deal with individuals/private clients relating to their pensions, investments and working towards ensuring financial security with their expert advice and guidance. This is a hands on Administration role, working alongside experienced team members of Paraplanners and Financial Advisers. Overview of the role is detailed below: * Preparation of correspondence including letters and emails * Ensuring appropriate documentation is scanned and attached to the relevant client records * Maintaining all administration systems, ensuring all client data is accurate and up to date * Composing letters of authorities and chasing providers for the relevant policy information * Build relationships with clients and interact...

Mortgage & Insurance Broker (Experienced/Trainee) - Self Employed We are seeking individuals either with experience or looking to start a new career as a mortgage and insurance adviser. As this is a self employed position you must have the drive and ability to source your own leads, deliver excellent customer service and steadily build your own client bank. We may be able to provide some enquiries from our existing customer bank however this won’t be guaranteed and shouldn't be relied upon. DUTIES AND REQUIREMENTS You will be required to hold a CeMAP qualification in order to provide mortgage advice so please only apply if you currently have this. There will be a referencing procedure before you can start which involves providing a copy of your CeMAP certificate, credit file, and referencing from your employers over the last 6 years. Applications from experienced or newly qualified individuals welcome. You will be supported by existing members of the team who will set...

Trainee Paraplanner Location: Bristol Salary: £30, 000 - £35,000 Duration: Permanent, Full Time The Role We are working with a small IFA based in the heart of Bristol who are looking to grow and bring on a Trainee Paraplanner The individual must be driven and capable, keen to write reports and develop a career path in the future towards Financial adviser. In the role you will work as a team to provide timely and efficient support to the Financial Advisers and the wider business. Predominantly working with one individual adviser. Key Duties as Trainee Paraplanner: * To provide efficient administrative support to IFAs and paraplanners * To be a point of contact for clients, new business, life offices and third parties * Maintain administration systems and ensure client data and Mi is accurate and up to date * Manage Letters of Authority (LOA requests) timely and efficiently with providers * Booking client meetings and managing client servicing queries...