Overview
A New opportunity has been created in the Remote Advice Team at one of the UK's most dynamic Chartered Wealth Management Houses, at their Sunderland offices. This is a rare opportunity for a Level 4 qualified, motivated individual looking for the perfect entry into Financial Advice from a Paraplanning or Trainee Advice position. Hybrid - 3 Days in Office / 2 Days WFH. CAS Status is preferred but not a pre-requisite. The successful candidate will be supported and funded to Chartered Advice Status, with incentivised salary uplifts.
Role Detail
- The role of Financial Adviser is to provide high-quality, client-focused financial advice through digital channels.
- Advisers are responsible for delivering suitable financial planning solutions predominantly across pensions, investments, and protection.
- Experience within the financial services industry (e.g., as a Paraplanner or from a banking background) is required.
- Excellent communication skills, both written and verbal.
- Customer-focused with a strong work ethic.
- Knowledge of financial planning and the market.
- Effective time management and the ability to work collaboratively and adapt to change in a fast-paced team.
The Package
- Competitive salary and progression to CAS & Chartered Status
- A quarterly bonus structure.
- Additional salary uplifts for each CII Level 6 exam pass.
- A hybrid working model (3 days in the office, 2 from home) once established.
- Company pension scheme and Death in Service benefit.
- 25 days annual leave, plus your birthday as an additional day off.
- Opportunity to purchase additional holidays.
- Enhanced family-friendly policies and a Cycle to Work scheme.
Our Diversity, Equity and Inclusion Mission
We are an equal opportunity employer and are committed to diversity, equity, and inclusion in our workforce.
