Employed Trainee Financial Advisor job in London

The Specialists in Financial Services Recruitment

Job Details

Trainee Financial Advisor Trainee Adviser
Reference ID: 1214
  • Salary/OTEStarting salary of £35,000 - £40,000
  • Vacancy LocationLondon
  • RemunerationEmployed
  • RegionLondon
Job description

This employed Trainee Financial Advisor job in London is looking for individuals keen to become a competent Financial Advisor within 9 – 15 months

Initially, your role as Trainee Financial Advisor will focus on supporting the two active Financial Advisors through hybrid paraplanning and administration duties.

You will be supported across the business and be in line to become the next Financial Advisor and achieve CAS status within approximately 12 months’ of joining.

Our client is proven to develop their staff with some of their Directors initially starting at interns! In addition, their previous Trainee Financial Advisor has recently made the step up to Competent Advisor status

Trainee Financial Advisor Requirements

  • You should have experience of undertaking paraplanning duties
  • You should know how to prepare an annual review pack for existing clients and build new business cases
  • Experience of Intelligent Office is beneficial, but not essential
  • You must be fully Level 4 Diploma qualified in Financial Advice within 9 months of starting, otherwise you will delay your own progression

The Company

This independent financial advice group has grown significantly since its inception in 2011, through acquiring smaller IFA’s plus organic growth by developing accountancy connections and various marketing initiatives.

Trainee Financial Advisor Benefits

  • Starting salary of £35,000 - £40,000 plus benefits, bonus and training
  • Office based role in City of London
  • Dynamic business focused on growth
  • Previously organised team building events with overseas trips



Call us now on 0208 0044 154 or click Apply

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