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Form of work
SalaryJob Title:Trainee Financial Adviser
Industry: Financial Services
Location: Cleckheaton, West Yorkshire
Salary: £35,000
Reference Number: 9031
Job Description: Financial Adviser
Recruit UK are working on an excellent opportunity for a Trainee Financial Adviser in Cleckheaton, West Yorkshire to join a well-established Financial Advice Firm.
Due to organic growth this prestigious and cutting-edge firm are looking to take on a new Trainee Financial Adviser. They are a well-established company in the local area, they provide advice across the board to a variety of clients.
The role is primarily a client servicing position and will involve providing expert advice on suitable investments, private pensions, tax planning, and insurance products and providing a valuable service to work with their clients - predominantly in the West Yorkshire area.
You will be allocated existing clients to service once you are fully trained. You will service these existing clients and look to build and maintain relationships.
You will have the opportunity to work with the existing in-house team, including administrators and paraplanners, fee split dependent.
What’s in it for you: Financial Adviser
- Starting salary up to £35,000
- Competitive bonus scheme
- Existing Client Bank
- Full back office support
- Flexible home working
- Reputable financial planning firm
Skills and Experience Required: Financial Adviser
- Level 4 Diploma in Financial Planning
- Relationship-building 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 a well-established Financial Advice Firm based in West Yorkshire on a Trainee Financial Adviser 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.
- Never pester you.
