Job Title: Trainee Financial Adviser Industry: Wealth Management Location: CardiffJob reference: 9452Salary: up to £38,000Job 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 diaryPreparation for client meetings to ensure you have a good understanding prior to meeting with clientsSolid understanding of FCA regulationsClient liaison and servicingAny follow up tasks as requiredWhat's in it for you?Salary up to £38,000Client providedExcellent bonus structureCareer progression frameworkExtensive benefitsComprehensive trainingSkills and experience required:Level 4 Diploma in Financial PlanningExperience within Financial ServicesAbility to communicate effectively over the phoneDesire to become a Financial PlannerStrong client management skillsExceptional communication skillsHighly motivated with strong work ethicAbout 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 Cardiff.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.