Trainee Independent Financial Adviser - Servicing role, clients provided

Posted 8 November by Tempest Jones
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The role

An exceptional opportunity has arisen for a Trainee Independent Financial Adviser to join a reputable and highly successful wealth management practice in Tyne and Wear.

This role would suit a candidate who already has the level 4 Diploma in Financial Planning (this is essential) as well as experience within one of the following roles: Bancassurance Financial Adviser, Mortgage Broker, a Tied/Multi-tied Financial Adviser or a Business Development Manager working for a financial services product provider.

The successful candidate will be provided with access to a significant client bank to look after and build upon, proving full whole of market advice onpensions, investments and protection.

On offer would be an employed contract and the chance to further develop yourself within a very progressive company. The top end of the salary bracket is OTE year 3 onwards.

The successful candidate will give guidance on whole of market investments and pensions but also protection, DIS and IHT planning. On top of a good salary and bonus, you will receive full administrative and paraplanning support freeing up your time to visit clients.

This is an excellent opportunity for a professional and passionate Financial Planner to continue to build their career and earnings in a forward thinking company environment.

This might also suit a Diploma Qualified BDM, or bancassurance adviser looking to take that step to become an IFA. Full training would be provided.

Essential criteria

Essential requirements for this role are Level 4 Diploma in Financial Planning. Experience within a client facing role is also essential within financial services, be that as an IFA, a tied Adviser or a BDM working for an Assurance company or product provider.

Excellent communication skills are needed as are confidence and the ability to build relationships over the phone and face to face in a professional and engaging way. I cannot stress how important enthusiasm and excellent interpersonal skills are to be successful in this role.

To apply

To be considered for the role, please send your CV to jenny @ tempestjones . com

IFA, Financial planner, financial adviser, Trainee IFA, Bancassurance, Mortgage Broker

Reference: 39330251

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