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Trainee Financial Advisor

Trainee Financial Advisor

Job number: 8007063

  • Shrewsbury Branch
  • Permanent, Full Time
  • £25,000 per annum
  • + Salary progression to £35,000 on completion of training, Car allowance & Study support

Trainee Financial Advisor



£25,000 + progression to £35,000 salary on completion of training + car allowance + study support

The Role

Financial Advisor sought by a fast growing firm who have established an excellent reputation for the level of service and expertise that they offer to a growing client base of HNW individuals and business owners. Due to expansion plans and increasing levels of work, they seek to recruit an individual to train as a Financial Adviser. You will be offered an attractive starting salary and training package including exam and study support. You will be supported by an experienced team of professional advisors to ensure that you have thorough knowledge of products, processes, regulations and standards to start working with your own client base and developing your own network.

Key Duties:-

Once trained, duties will include;

• Providing advice on all areas of financial planning

• Conducting client meetings

• Build long term relations with clients

• Ensure all associated administration is completed in an effective manner to meet the business' record keeping and file quality requirements

• To provide excellent client service

• Initially you will be required to study for RO1 to 6 examinations

The Candidate

The ideal candidate will have the following skills and experience;

• A real interest in investments, pensions and the financial markets

• Graduate calibre and be prepared to study for Diploma Level 4 Qualifications.

• Experience in a customer facing environment

• A high standard of professionalism, presentation, communication skills and gravitas

• Must have demonstrated excellence in their previous workplace and show steady career advancement

• Self-motivated and able to work as part of a team

• Have a genuine interest in client service

• Valid and clean drivers licence

The Company

My client is a successful and expanding firm of Financial Advisors who have great energy and commitment to individuals taking the next step in their financial services career.

Super rewards, support and career opportunities exist for the right person joining this busy team.

The Package

Salary £25,000 + progression to £35,000 + car allowance + study support

This vacancy is advertised by Travail Employment Group who are acting as an Employment Agency.

To apply for this position, please email a recent copy of your CV and cover letter to tracey.passmore or for more information please call 01743 235532. If your application is successful a consultant will be in contact with you within the next 7 days. If you do not hear within the next 7 days you have not been successful on this occasion and unless otherwise advised, Travail will keep your details on file and contact you with future relevant opportunities.

All candidates registering with Travail Employment Group will need to provide proof of identity, and evidence of any experience, training and qualifications our client considers necessary for this position.

Travail Employment Group is acting as an Employment Agency in relation to this vacancy.

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