Trainee Financial Adviser - Tyne and Wear

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

Perhaps you are an experienced financial planner looking for an employed office-based position that would suit your lifestyle better with less travel and a guaranteed client bank?

If any of the above sound like you, then please read on…

The opportunity

Tempest Jones are currently working with a leading Chartered Financial Planning Practice in the Northeast on their recruitment campaign for Trainee Financial Advisers. This reputable practice has a national presence, is continuing to grow at a fast pace and prides itself on a very client-centric approach.

Provided you have the Diploma in financial planning and either paraplanning or client facing experience within a financial services environment, you will be given full training on systems and the advice process in a highly structured and supportive environment.

Once trained up, duties will include:

• Building and maintaining relationships with new and existing clients remotely, over the telephone and via Zoom/Teams as appropriate.
• Providing advice to both new and existing clients on pensions and retirement planning, protection and investments.
• Ensuring you support clients to meet their financial objectives.
• Remain compliant and up to date with company policy.
• Review clients' portfolios annually in line with their changing risk attitudes.

What’s in it for you?

• A competitive basic salary plus ample opportunity to earn bonus, along with an attractive benefits package.
• Full training to become a competent adviser and continued support with career development.
• Study support to gain Chartered status.
• The chance to work in a highly dynamic and friendly team.
• Plush offices on Doxford International Business Park.

NB: Top end of salary banding shows capacity to earn once CAS is gained and includes bonus.

To apply, please send your CV to jenny @ tempestjones . com