Step into a Rewarding Career as a Trainee Financial Adviser
Are you ready to take the next step in your financial advisory career? We are recruiting for a Trainee Financial Adviser to join a well-established firm providing expert advice across Mortgages, Protection, Investments, Pensions, Inheritance Tax Planning, and Long-Term Care planning. This is a fantastic opportunity for a driven individual to take on a portfolio of existing clients while also building new business.
What’s on Offer?
* Immediate access to a loyal client base to manage and nurture.
* The opportunity to develop your own client portfolio and grow the firm’s business.
* A broad range of financial services to advise on, from mortgages and protection to investments and pensions.
* Full training and support from experienced advisers to help you thrive in the role.
* A pathway to becoming a fully qualified Financial Adviser with industry-leading qualifications.
Key Responsibilities:
1. Provide personalised financial advice across a range of products, including pensions, investments, mortgages, and protection.
2. Take ownership of an existing client book, delivering ongoing support and advice.
3. Proactively generate new business through networking and relationship-building.
4. Stay up-to-date with market trends and regulatory changes to ensure compliance and provide the b...