(JL91) Trainee Financial Advisor

Hertfordshire | £32,000.00 - 38,000.00 Per Annum

Job Title: Trainee Financial Adviser

Salary: £32,000 - £38,000

Location: Waltham Cross

Experience (essential): Experience working within a wealth management business.

Qualifications (essential): Must be working towards Level 4 Diploma in Financial Advice. (must have at least R01)

The position

  • Our client is looking to expand their team with a Junior/Trainee Financial Adviser. This role is ideal for someone looking to take the next step in becoming a financial adviser.
  • They are looking for an individual to join the team with a long-term career in mind. They’re highly focussed on the progression and professional development of their staff.
  • The main duties of this role will include but not be limited to; Conducting and recording in-depth reviews of a range of clients’ financial circumstances, Analysing and re-evaluating investment portfolios, Researching products, providers and funds on a whole of market basis, Liaising with other professionals including accountants and solicitors and Ensuring all regulatory requirements appropriate to a registered individual are adhered to.
  •  The ideal candidate will be able to work upon their own initiative and be receptive to in-house training. You will have a professional, approachable and helpful manner and apply a high level of accuracy and attention to detail in all you do.
  • The successful candidate will receive a competitive basic salary of £32,000 - £38,000 along with a generous pension contribution and bonus scheme.  In the long term there will also be the opportunity to become a shareholder and benefit from the ever-growing success of the company.
The Company
  • Our client is an Independent Financial Advisor firm established 30 years ago advising their clients on (but not restricted to) investment and savings; pensions and retirement; estate planning and wealth distribution between generations.
  • They have a friendly non target based working environment.
  • They are looking for someone with a can-do attitude who is looking to develop their skills and become a valued member of the team. 
Not ready to start the application process or have some questions first? Why not apply and have a confidential chat with one of our Directors, Lewis Byford/Lee Old. Alternatively find us on LinkedIn and send us a message!