Trainee Financial Adviser β€” Path to Chartered Wealth Planner

Trainee Financial Adviser β€” Path to Chartered Wealth Planner

Trainee 35000 - 35000 Β£ / year (est.) No working from home possible
Recruit UK

At a Glance

  • Tasks: Develop a client bank and provide expert financial advice on pensions, protection, and investments.
  • Company: Join a chartered independent financial advice firm with a strong reputation.
  • Benefits: Competitive salary up to Β£35,000, uncapped bonuses, and study support.
  • Other info: Great opportunity for career growth in a supportive environment.
  • Why this job: Kickstart your career in finance with training from experienced advisers and real client interactions.
  • Qualifications: Level 4 Diploma qualified or near completion, with excellent customer service skills.

The predicted salary is between 35000 - 35000 Β£ per year.

Recruit UK is seeking a Trainee Financial Adviser in Coventry to join a chartered independent financial advice firm. This role offers a competitive salary up to Β£35,000 with uncapped bonuses, study support, and training by experienced advisers.

The ideal candidate will be Level 4 Diploma qualified or near completion, committed to excellent customer service, and have strong interpersonal skills.

You'll develop a client bank and provide comprehensive financial advice on pensions, protection, and investments.

Trainee Financial Adviser β€” Path to Chartered Wealth Planner employer: Recruit UK

Join a leading chartered independent financial advice firm in Coventry, where we prioritise employee growth and development through comprehensive training and study support. Our collaborative work culture fosters excellence in customer service, allowing you to build a rewarding career as a Trainee Financial Adviser with competitive salary packages and uncapped bonuses. Experience the unique advantage of working in a supportive environment that values your contributions and encourages professional advancement.

Recruit UK

Contact Details:

Recruit UK Recruitment Team

We think you need these skills to ace Trainee Financial Adviser β€” Path to Chartered Wealth Planner

Level 4 Diploma in Financial Advice
Customer Service
Interpersonal Skills
Client Relationship Management
Financial Advice on Pensions
Financial Advice on Protection
Financial Advice on Investments