Job Description Trainee Independent Financial Adviser Predominantly Remote | Glasgow one day per fortnight Β£35,000 + Uncapped Quarterly Bonus | Full Adviser Training Programme An excellent opportunity has arisen for an ambitious individual looking to make the move into financial advice with a large, established UK financial planning business. This is a genuine Trainee Financial Adviser position offering a structured route into client-facing advice, extensive training, a gradual introduction to managing client reviews and significant longer-term earning potential. The position is predominantly home-based, with client meetings conducted remotely via video. You will need to attend one of the firm's offices in Nottingham, Wilmslow or Glasgow approximately once every two weeks for team meetings, training and ongoing development. A proper route into financial advice One of the biggest challenges for people looking to become Financial Advisers is getting that first opportunity to gain genuine client-facing experience. Three weeks of intensive initial training Regular coaching and ongoing development There is no requirement to prospect for clients, generate leads or build a client bank from scratch. You'll also receive full paraplanning and administration support, allowing you to concentrate on what you're being trained to do: meeting clients, understanding their circumstances and delivering good financial advice. The starting basic salary is approximately Β£35,000, but the longer-term earning potential is considerably higher. Once established, Advisers receive an uncapped quarterly bonus equivalent to 40% of new business written. And the earning potential isn't theoretical. Basic salaries can also increase as you gain experience and take on greater responsibility. There are further opportunities to progress into roles advising higher-value clients and dealing with increasingly complex financial planning requirements. Not simply a stepping stone This is an opportunity to get your first Adviser role, but it isn't designed simply to be a stepping stone to somewhere else. As your experience grows, there are opportunities to take on more complex cases and progress towards higher-value clients, while continuing to benefit from clients being provided, strong support and significant earning potential. One member of the team described six months in this environment as being equivalent to around two years in the field elsewhere, simply because of the amount of client exposure and experience you can gain. Spend three or four years in an environment like this and you can develop into a highly experienced Financial Adviser while building a very attractive level of income. This opportunity will suit somebody who genuinely wants to build a long-term career in financial advice. Confident communicating with clients remotely Interested in building a career rather than simply obtaining the Financial Adviser job title For somebody who has completed their qualifications and has been waiting for the opportunity to make the move into financial advice, this offers an exceptional platform from which to build a career.
Independent Financial Advisor in Glasgow employer: mbf
MBF in Leeds is an exceptional employer, offering a dynamic work culture that fosters collaboration and professional growth within the private wealth sector. With a commitment to employee development, including study support for further qualifications, and a prime office location in the heart of Leeds city centre, we provide a rewarding environment where your expertise in paraplanning can truly thrive.