Trainee Financial Adviser - Pensions & Investments

Trainee Financial Planner Glasgow City Centre

These roles offer the opportunity to work within a dynamic team, focusing on client needs, providing financial advice covering retirement planning, investments and protection.

They will suit experienced Advisers who seek extra help with clients and a supportive team environment with less travel, or Paraplanners/Bancassurance Advisers seeking their first client facing role in an independent firm.

Provided you hold experience in a financial planning setting and the Diploma in Regulated Financial Planning, all other training and support will be provided, as such these really are exceptionally rare opportunities.

Comprehensive training in the provision of financial advice.
Competitive remuneration structure and uncapped bonus payable from first piece of business written.
Hybrid working pattern.
Study support to attain Chartered status and continued professional development.
Comprehensive benefits package.

Holding client appointments, building trust and rapport, gaining a thorough understanding of clients’ needs and financial goals along with their attitude to risk.
Collaborating with your colleagues and support teams, creating bespoke financial plans and delivering these to clients in a jargon free, easy to understand manner, answering all questions along the way.
Conducting regular financial reviews with existing clients, amending financial plans according to changing circumstances and goals.
Diploma qualified Paraplanner or Bancassurance/Mortgage Adviser aiming to transition to wealth management, or an experienced Financial Planner seeking a role with less travel and more support with clients.
Experience in a financial services environment, whether in a client-facing, paraplanning, mortgage, or administrative role, with Level 4 Diploma in Regulated Financial Planning.
Excellent communication and relationship-building skills.