Trainee Financial Advisor job in Bristol - clients provided

The Specialists in Financial Services Recruitment

Job Details

Trainee Financial Advisor Trainee Adviser
Reference ID: 1262
  • Salary/OTESalary of £30,000 - £32,000
  • Vacancy LocationBristol
  • RemunerationEmployed
  • RegionSouth West
Job description

This Trainee Financial Advisor job in Bristol is ideal for an individual looking to build a career within a growing financial planning firm

You will be provided with a large client bank of many hundreds, consisting of existing and acquired clients. Your focus will be to takeover the servicing and ensure they receive appropriate financial planning solutions. You will mainly be using telephone and Zoom to undertake the reviews

Where appropriate, you should seek to identify new business opportunities through the existing clients with new monies or referrals

The company will support your professional development and help you grow as a Financial Advisor. The training will be delivered in person in their office, with transition to a hybrid home / office based in due course

The Company

Our client is a Directly Authorised Independent Financial Advisory firm established in 2009, that has secured industry experienced, investor backing, to undertake continued growth.

Trainee Financial Advisor Requirements

  • You should hold full Level 4 Diploma or be 1 exam away from achieving this
  • You should either have experience as a Trainee Financial Advisor or Paraplanner
  • You must have a good knowledge of financial planning

Trainee Financial Advisor Benefits

  • Salary of £30,000 - £32,000
  • Bonus paid on new business written
  • Office based during training with transition to home and office working



Call us now on 0208 0044 154 or click Apply

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