Recruit UK are working on an excellent opportunity for a Trainee Financial Adviser in Wolverhampton to join a well-established wealth management firm. You will be joining a well-established UK firm. This is an excellent opportunity to assist with ongoing servicing of clients from an existing client bank and get client facing experience.
This position would suit an experienced paraplanner or junior financial adviser wanting to progress into a Financial Advice position at a leading company dealing with an abundance of clients. You will be based in their Wolverhampton office and your role will be to provide ongoing quality servicing and relationship building for existing clients of the current adviser.
Managing client meetings, completing first meetings and fact finds and relaying the details back to the office and processing the details. It’s an excellent opportunity that will provide you with the first step into the advice industry and develop as a quality adviser.
What’s in it for you:
- Basic salary up to £35,000 (increase negotiable dependent on skills and experience)
- Abundance of clients to service
- Quarterly bonuses
- Parking available
- Holiday allowance plus Christmas shutdown (this is additional to your annual leave)
Skills and experience required:
- Working in a financial services firm providing advice or reports to clients on building financial plans
- A strong desire to develop in the industry as a financial adviser
- Exception communication skills, both verbal and literate
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Wolverhampton on a Trainee Financial Planning role.
Our commitment to you
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
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Financial Advisor Trainee in Wolverhampton employer: RecruitUK
Join a thriving Wealth Management firm in Fareham that values family-oriented culture and genuine client relationships. With benefits like private medical insurance, pension contributions, and flexible working options, this is an excellent opportunity for a Financial Adviser looking to grow in a supportive environment. The firm prioritises employee development through regular one-on-one support and offers immediate bonuses from client income, making it a rewarding place to build your career.
