Trainee Financial Adviser

Recruit UK
Exeter, UK
13 Sep 2019
26 Sep 2019
Contract Type
Full Time
Job Title: Junior Financial Planner

Industry: Financial services

Location: Exeter

Salary: up to £35,000

Reference: 14109

Job Description:

Recruit UK are working on an excellent opportunity for a Junior Financial Planner to join a Wealth Management Firm.

We are working with a FTSE 100 financial services firm who offer a wide range of wealth management services. Due to continued growth of the business and continued growth of the wealth of their clients they are now looking to take on a number of Junior Financial Planners across the Bristol and bath region.

Duties will include but will not be limited to:

- Working closely with the senior financial planners

- Building on existing relationships with clients

- Seeking opportunities to bring in new business to the firm

- Using your entrepreneurial flair to develop your own personal brand as a financial planner.

What's in it for you:

- Access to an existing client bank

- Full training and support

- Back office and technical support

Skills and experience required:

- Level 4 diploma in financial planning

- Have worked within the financial services sector for the last 2 years

- Aspire to become a successful financial planner

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management Firm on a Junior Financial Planning role.

Our commitment to you
  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
  • Take a holistic mindfulness approach - career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

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