Trainee Financial Adviser - Newcastle Upon Tyne, United Kingdom - Recruit UK

Tom O´Connor

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Tom O´Connor

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Description

Job Title:
Trainee Financial Adviser


Industry:
Financial Services


Location:
Newcastle-Upon-Tyne


Salary:
£40,000


Job Ref: 7528

Job Description:
TraineeFinancial Adviser


Are you looking for a new challenge? Are you wanting to develop your advisory career? Are you looking for an excellent opportunity that can provide you with the training and tools to become an excellent adviser? Then look no further.


Recruit UK are working on an excellent opportunity for a Trainee Independent Financial Adviser role in Newcastle-Upon-Tyne to join a well-established UK Independent Financial Advice firm.

My client is a leading UK wealth management and private client financial advice firm.

They are looking for a level 4 diploma qualified professional to work on an existing national introducer contract building strong long-lasting relationships and managingand developing a client bank.

You will be delivering financial planning and wealth management advice and working with a paraplanning team to ensure advice given is of the highest quality.


What's in it for you:
Trainee Financial Adviser


  • Competitive salary £40k plus excellent bonuses and benefits
  • Flex working office/home based
  • Opportunity to deal with High Net Worth Clients and build own client base
  • Full exam training towards obtaining level 6 Chartered status
  • Work alongside dedicated team of Paraplanners, Compliance and Administrators
  • Join friendly team at Newcastle-UponTyne offices

Skills and experience required:
Trainee Financial Adviser


  • Diploma (Dip PFS) or equivalent
  • Financial Services experience
  • Ability to work under pressure to meet deadlines
  • Ability to understand and communicate advice practices and processes clearly and effectively
  • Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions

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