Trainee Financial Advisor in Norfolk

Trainee Financial Advisor in Norfolk

Norfolk Trainee 25000 - 32000 Β£ / year (est.) No working from home possible
O'loughlin Recruitment Ltd

At a Glance

  • Tasks: Receive 1-on-1 training to become a qualified Financial Advisor.
  • Company: Progressive national firm of Chartered Financial Planners with a supportive culture.
  • Benefits: Generous remuneration, excellent holiday policy, and focus on employee wellbeing.
  • Other info: Career progression opportunities in a dynamic and supportive environment.
  • Why this job: Join a close-knit team and make a real impact in financial advising.
  • Qualifications: Level 4 Qualified (DipPFS or DipFA) and desire to grow in the finance sector.

The predicted salary is between 25000 - 32000 Β£ per year.

My client is a progressive national firm of Chartered Financial Planners, with over 5 regional offices across the UK.

They are providing their clients with independent financial advice and they are looking for a Trainee Financial Planner to join their business to work from their Norwich office.

Are you an existing Paraplanner who is looking to move into an Advice role?

Are you someone who recently became Level 4 Qualified (Dip PFS or Dip FA) looking for the next step in your career, where you'll receive 1-on-1 training from senior Advisors to become a CAS certified, whole market Financial Advisor?

Do you want to work for an independent business, away from the corporate rat race, that will value your work through excellent opportunities and best-in-class holiday policy?

In this role you will begin as a Trainee Financial Advisor and be guided to become a fully autonomous and qualified Financial Advisor.

You'll be joining a business that already works with a dedicated adviser, paraplanner and administrator model, so it's a natural step for someone who understands the advice process and wants a supported route into advising.

This closely knit team foster a high performance atmosphere and hold fearlessness, respect and responsibility as their core values.

In return they offer career progression, generous renumeration and excellent training to their team, with a key focus on employee wellbeing, work/life ba...

Trainee Financial Advisor in Norfolk employer: O'loughlin Recruitment Ltd

Join a progressive national firm of Chartered Financial Planners in Norwich, where you will receive tailored 1-on-1 training from experienced Advisors to help you transition into a fully qualified Financial Advisor. With a strong emphasis on employee wellbeing and a supportive team culture, this company offers excellent career progression opportunities, generous remuneration, and a best-in-class holiday policy, making it an ideal place for those seeking meaningful and rewarding employment.

O'loughlin Recruitment Ltd

Contact Details:

O'loughlin Recruitment Ltd Recruitment Team

We think you need these skills to ace Trainee Financial Advisor in Norfolk

Level 4 Qualification (DipPFS or DipFA)
Understanding of the Advice Process
Communication Skills
Analytical Skills
Client Relationship Management
Financial Planning Knowledge
Team Collaboration