Recruit UK are working on an excellent opportunity for a Trainee Financial Adviser in Coventry to join a Chartered Independent Financial Advice Firm We are representing an excellent wealth management chartered independent firm, who provide the highest level of technical financial planning.
They provide specialist advice and guidance to companies, individuals, trustees and charities in the areas of Investment & Retirement planning, Employee Benefits, Tax planning including IHT, Long Term Care fee advice and Lifetime cash flow planning.
Our client has a regioal presence and they are currently seeking a Trainee Financial Planner that is Level 4 Diploma qualified and who is seeking a long-term career opportunity.
They can assist you with developing a client bank within the firm and providing your clients with whole of market financial advice on Pensions, Protection and Investments.
Salary/Benefits: Competitive Salary (negotiable) + Uncapped Bonuses Some existing clients to be allocated Access to client leads Access to various professional connections Uncapped bonuses based on performance – once reached validation Study and Exam support towards Chartered Generous holiday Pension contribution Training and shadowing support from experienced advisers and other members of the team in the office Skills and Experience Required Level 4 Diploma qualified professionals Have a strong commitment to provide excellent customer service in order to ensure long term relationships with clients Have a proactive work ethic Have the ability to work independently to develop client solutions with excellent interpersonal and communication skills 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 an Independent Financial Advice Firm based in the Coventry on a trainee financial adviser role.
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