Trainee financial adviser (Farnham)
The role: working for a major UK bank you will be providing regulated financial advice to clients with investable assets above £50,000. An existing client base will be provided as well as regular leads from colleagues in the branch network including personal bankers and mortgage advisers. This is a branch based position and some Saturday working will be expected with time off in lieu given.
Experience and qualifications required: You must hold a level 4 diploma in financial planning or equivalent. In addition you must have current experience of advising clients on at least one of the following areas: mortgages, protection, investments or pensions. Ideally you will come from a bank, building society or estate agency background but this is not essential, applications from paraplanners with some advice experience are also welcome or financial advisers returning to the industry.
The package: Salary scale is negotiable from £40,000 to £45,000 depending on qualifications and experience. In addition there is a performance related bonus scheme with additional on target earnings of £10,000 per annum, this is paid every 6 months following a performance review. Scorecard areas for bonus include Compliance/file quality, customer feedback, professional development and fact find activity.