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Trainee Financial Adviser

Posted 15 February by North Oak Recruitment Ltd Ended

Trainee Financial Adviser

Nottingham (Our Ref AL814)

My client, a well regarded and national Wealth Management company, has an exciting new opportunity for an aspiring Financial Adviser to join their Nottingham based team, and their newly created Academy for trainees.

The scheme is a 2 year one and you will start in an administration role. After 6 months you move onto a paraplanning role with the aim of becoming a competent paraplanner. Once you have got the paraplanning role under your belt you are enrolled onto the Adviser academy and over a 12 month period you will be trained and developed into a qualified adviser.

The Academy involves a 1 week residential course, usually at their Head Office, every month for 12 months. The other 3 weeks per month will be spent on paraplanning and other development activities in Nottingham. Once qualified you will be eased into a small portfolio of clients gain experience which will be expanded upon as you develop your skills and capabilities.

If you are interested in applying for a Trainee Adviser position you will need to be comfortable with the following :

• There will be a formal structured assessment process and you will be in competition

• Starting salary is £18,000 pa increasing to £25,000 once you are considered a competent Paraplanner and then £30,000 when you qualify an Adviser

We are looking for individuals with a proven aptitude for learning and achieving professional qualifications. A background in financial services / wealth management is preferred and naturally the ability to communicate well, with the ability to build and nurture long lasting professional relationships.

Please apply with an up to date CV or call Angela Liscombe at North Oak Recruitment for a confidential discussion.

Required skills

  • Financial Planning
  • Paraplanning
  • Wealth Management
  • Sales Support
  • Traineeship

Reference: 34481206

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