Trainee Financial Advisor

Step into a Rewarding Career as a Trainee Financial Adviser Are you ready to take the next step in your financial advisory career? We are recruiting for a Trainee Financial Adviser to join a well-established firm providing expert advice across Mortgages, Protection, Investments, Pensions, Inheritance Tax Planning, and Long-Term Care planning. This is a fantastic opportunity for a driven individual to take on a portfolio of existing clients while also building new business. What’s on Offer? Immediate access to a loyal client base to manage and nurture. The opportunity to develop your own client portfolio and grow the firm’s business. A broad range of financial services to advise on, from mortgages and protection to investments and pensions. Full training and support from experienced advisers to help you thrive in the role. A pathway to becoming a fully qualified Financial Adviser with industry-leading qualifications. Key Responsibilities: Provide personalised financial advice across a range of products, including pensions, investments, mortgages, and protection. Take ownership of an existing client book, delivering ongoing support and advice. Proactively generate new business through networking and relationship-building. Stay up-to-date with market trends and regulatory changes to ensure compliance and provide the best advice to clients. What We’re Looking For: A proactive, self-motivated individual with a passion for financial planning. Some experience in financial services, with a desire to progress toward becoming a fully qualified Financial Adviser. Excellent interpersonal and communication skills, with the ability to build long-lasting client relationships. The confidence and drive to win new business and grow your client base. A keen interest in keeping up-to-date with industry regulations and products. If you are ready to take on the challenge of advising high-net-worth clients while also building your own book of business, we’d love to hear from you. Apply today to start your journey as a Trainee Financial Adviser! #J-18808-Ljbffr