Trainee Financial Advisor

£25,000 – £75,000
Published 4 months ago

Job Description

The purpose of this role is to take the relevant exams and training to become a financial adviser and follow the path to step into the financial adviser role.

Duties and responsibilities

Your duties and responsibilities will include but not be limited to:

  • Conducting in-depth reviews of client's financial circumstances, current provisions and future aims along with the Lifestyle Account Manager
  • Working with the Technical Team, analysing information and preparing plans best suited to individual clients' requirements
  • Completing risk analysis
  • Along with the Technical Team, researching the marketplace and providing clients with information on new and existing products and services.
  • Designing financial strategies
  • Assisting clients to make informed decisions
  • Researching information from various sources, including providers of financial products
  • Reviewing and responding to clients changing needs and financial circumstances either yearly or six monthly
  • Promoting and advising on financial products to meet given or negotiated sales targets
  • Keeping up to date with financial products and legislation
  • Working with the Technical Team to produce Suitable financial reports bespoke to the client’s needs
  • Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
  • Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.

Salary & Benefits:

  • Within this role, our client will fully fund your Level 4 Diploma in financial advice to give you a kickstart into becoming a financial adviser.
  • Within 12 months, you will be qualified.
  • Once qualified, you will be provided with client leads within an hour of where you live to give advice to.
  • You will earn £25,000 in your first year, averagely £50,000 in your second and £75,000+ from year 3 onwards.

This is truly fantastic and rare opportunity not to be missed.

Type of role: Full Time, Permanent

If you have any questions or would prefer to have a conversation prior to submitting an application, please contact Lee Old on 07932 374 109 or alternatively send him an email to

Job Information

Category Trainee Financial Advisor
Reference JOB-1601
Benefits Full funding for Level 4 Diploma
Created Published 4 months ago
Consultant Information Lewis Byford 01268 669313