Trainee financial adviser

Posted 14 March by Integrity Resource Solutions

You'll be working for an established Building Society that is an established provider of financial advice and has an extensive branch network across the UK. This role covers two branches in Hexham and Newcastle . Full support and training will be provided to achieve competent adviser status as well as ongoing support to help you exceed business targets and become a successful adviser. You will be working alongside one of the Society's most successful and senior financial advisers so this is a great opportunity for someone to learn and gain industry experience.

You'll be responsible for converting the leads provided into business and will be authorised to provide advice to clients on investments, protection, pensions and IHT planning. In addition you will also be targeted on generating new business via networking and referrals. An existing client base is provided as well as leads from the branch staff. Team working skills are key to ensure success.

In order to apply for this role you must be QCF level 4 diploma qualified (financial planning) or equivalent and have experience of dealing with clients either as a paraplanner or a mortgage / protection adviser.

Salary: £30,000 to £35,000 plus bonus and benefits. Holidays :25 days holiday per year, holiday entitlement increases to 26 days after five complete years’ service and then by 1 additional day per year up to a maximum of 30 days.

Application questions

Are you QCF level 4 (financial planning) qualified - (essential)?
Do you have financial services experience as a paraplanner or mortgage / protection adviser?

Reference: 34681787

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