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Trainee Financial Advisers - North East
Are you a level 4 Qualified Paraplanner or Financial Planning Administrator looking to take that next step into an advisory role?
OR
Are you working in bancassurance or a building society with Level 4 status looking for that golden opportunity to get full training and support to become a Financial Adviser?
OR
Trainee/Junior Financial Adviser
Newcastle
Are you an adviser who writes your own suitability reports or an experienced, level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level?
IDEX consulting are looking for someone who is passionate about great client service to join this Large IF
Job Title: Financial Planner
Ref: 9048
Location: UK Wide (Home Based)
Salary: £60,000 with first year OTE of £120,000
Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial Advisers who thrive off new client engagement and ca
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside estab
Job Title: Financial Planner
Ref: 9048
Location: UK Wide (Home Based)
Salary: £60,000 with first year OTE of £120,000
Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial Advisers who thrive off new client engagement and can
Are you an existing financial advisor considering a change?
Are you possibly looking for something different, perhaps autonomy, better earnings, flexible working or the opportunity to build something yourself?
Here at BWD we are partnered with a business who can offer you just that.
Our client is a leading player in their field with over 400 financ
A new opportunity has been created for driven individuals to join our established graduate program at one of the UK’s largest and most dynamic Chartered Wealth Management Houses, at their offices in Doxford International Business Park.
The successful applicant must be a strong and confident communicator with an interest in the financial advice sect
Trainee Compliance Consultant, Newcastle-upon-Tyne
Salary £23,795 plus £500 monthly bonus
Hybrid working
Talent84 is delighted to once again be supporting our award-winning fintech client with their search for a Trainee Compliance Consultant to join their busy compliance department team. This is an exciting opportunity for an enthusiastic profes
Job Source: Talent84 LTD
Trainee Financial Adviser
Newcastle Upon Tyne
Frustrating isn’t it? All that hard work getting level 4 exams. The time, the cost, the missed social events. You took it to develop your career only to see your attempts at using it as an adviser stifled. Wouldn’t it be nice to find a company that can offer a structured career path? The support to match your ambitions. One that will fund exams. A company that opens, and not shuts, doors. Step inside. This business buys clients from its retiring advisers. Those clients need an adviser. And that adviser will be you. You’ll join an existing team of 15 to ensure existing clients continue to get an excellent level of service. And you’ll build trust with them, developing new business along the way. You’ll get access to some of the best technology on the market and have the support of a dedicated customer care function. Your time will be with clients, not admin. Long-term you’ll develop your own client base. And when you’re ready, move into a self-employed role with a firm that pays some of the best splits available.You will be level 4 qualified. It would be great if you had industry experience (mortgages/financial planning admin or paraplanner etc) but if you are level 4 qualified and have no direct experience you'll still be of interest. The starting salary is £30,000 - £32,000 with an uplift when you get CAS. But that's not all. There are also three bonus schemes. The first to reward you for doing the right things (client care/retention/file quality), not bringing in sales (£750 - £1,250/month). That's upwards of £9,000 a year. The second a scheme that rewards your ability to grow assets under management. The third an uplift on the second. Whichever way you look at it, that's an income of £40,000+ in your first advice role. With the support, training and structure to advise straightaway. And what better way to learn than doing? If you apply, you’ll work for a stable, growing business. One with a track record of staff development and a positive work environment. And one with one of the best pathways around.WHAT YOU'LL NEEDLevel 4 status via the CII, LIBF or CISI. It's as simple as that. Industry experience is useful but we've placed people who are level 4 and don't have experience. Click apply and we'll be in touch. If you don't have an up to date CV don't worry, we can come to that later.