Location
Newcastle
Salary £36000 - £40000
Type Permanent
Workplace Remote Ref87611
Recruiter Managing This Role
Trainee Financial Adviser Newcastle / North‑East / Remote up to £40k
This is an opportunity for someone Diploma Qualified with experience in paraplanning and back office administration to move into an adviser role within 6 months with support from an IFA. They are looking for someone with a good background in the industry and a desire to build up a client bank.
Whats on offer?
Additional adviser bonus scheme
25 days holiday + 8 days bank holiday
5% company pension contribution
Flexible medical package
Monthly bonus payments on 3X validation of salary.
This exciting role will see a trainee financial adviser join the existing team of advisers in providing excellent financial advice to several clients within a specified region. The incoming adviser will be given clients to service.
To apply for the role you will have the required level 4 qualification and minimum experience of working within paraplanning.
Principal Accountabilities / Main Responsibilities
Providing 1stclass advice to clients on wealth management covering pensions, investments, tax planning, savings and protection products.
Working with the sizeable paraplanning and administration team to deliver timely reports and great customer service.
The new adviser will be provided with a client bank, but they will be expected to grow the asset bank through bringing across additional assets where possible.
Ability to learn and develop with the business as it grows.
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