Job Title: Trainee Financial Adviser Industry: Wealth Management Location: Bristol Job reference: 9452 Salary: up to £38,000 Job Description: Recruit UK are excited to be working on an excellent opportunity for an individual to join one of the UKs leading and rapidly growing Financial Advice firms.
This role will allow for you to gain invaluable experience within the Financial Planning industry, including working directly with clients to coach them and ensure they feel supported to make decisions related to their finances.
The client are pioneers in the dual professional, Financial Planning and Investment Management model and have a highly developed client proposition.
For this role, you must hold the Level 4 Diploma in Financial Planning and have prior Financial Services experience.
Job duties: · Diary management – booking in client meetings to own diary
· Preparation for client meetings to ensure you have a good understanding prior to meeting with clients
· Solid understanding of FCA regulations
· Client liaison and servicing
· Any follow up tasks as required
What's in it for you?
· Salary up to £38,000
· Client provided
· Excellent bonus structure
· Career progression framework
· Extensive benefits
· Comprehensive training
Skills and experience required: · Level 4 Diploma in Financial Planning
· Experience within Financial Services
· Ability to communicate effectively over the phone
· Desire to become a Financial Planner
· Strong client management skills
· Exceptional communication skills
· Highly motivated with strong work ethic
About Recruit UK:
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 Wealth Management Firm in Bristol.
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.
Never pester you.