Trainee Financial Advisor

About the company

South Manchester | Permanent Our client, an award-winning firm of financial planners based in South Manchester, is looking to appoint a Trainee Financial Adviser to join its established team.

Your tasks

Working closely with experienced senior advisers, you will initially provide paraplanning support while developing your advisory skills. After approximately six months, subject to readiness, you will be given a ready-made client bank, allowing you to manage established client relationships while also having significant scope to grow your own portfolio.

• Provide paraplanning support during the initial trainee phase, developing the technical knowledge and practical skills required to become a Financial Adviser
• Deliver high-quality, bespoke financial advice, supported by thorough research and suitable recommendations
• Take responsibility for managing and developing an established client portfolio once ready
• Utilise provided leads and business development opportunities to expand your client base.
• Build strong, lasting relationships with clients, providing ongoing advice and support tailored to their individual needs
• Work alongside experienced advisers, benefiting from their knowledge, guidance and mentoring
• Make full use of dedicated administrative and paraplanning support to deliver an excellent client experience

Requirements

The Candidate

• Minimum Level 4 Diploma in Regulated Financial Planning qualified
• Strong technical knowledge of financial planning products, particularly pensions and investments
• A genuine desire to progress into a Financial Adviser role and build a long-term career in financial planning
• Excellent communication and relationship-building skills, with a professional and client-focused approach
• The ability to build trust, understand clients’ needs and deliver a high standard of service

What we offer

This is an excellent opportunity for a Diploma-qualified professional looking to take the next step into financial advice, with the training, guidance and support needed to build a successful advisory career.

With dedicated administrative and paraplanning support, you will have the opportunity to focus on delivering excellent client outcomes and developing your long-term career.

This is a fantastic opportunity for a Diploma-qualified professional to make the transition into financial advice, combining the security of an established client base with the opportunity to build a successful advisory career of their own.