Trainee Financial Advisor

Posted 25 June by The Integrated Talent Partnership
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We are delighted to be working with a sensational wealth network offering fantastic opportunities to those wanting to get into Financial Advice and Planning.

A career as a financial adviser can be incredibly rewarding. Building long-term relationships with clients and providing personalised advice throughout different stages of their life, can help them achieve their financial goals and face the future with confidence.

The Academy we work with offers candidates with either their DipFS or at least 2 RO’s, a pathway to build on their basic knowledge and understanding of working as a Financial Advisor, and most importantly, to support you through your CAS certification.

Upon gaining your CAS certification, candidates will get an incredible amount of support in setting up their own business as an Appointed Representative (AR) or even joining an existing AR business within the Network, support will be provided throughout. Additionally, they will feed your leads through your first 2 years to enable you to build your client bank.

Advisers are offered an infrastructure from which they could generate substantial levels of income, establish a bank of clients and build value into their business, all working within a flexible environment. Commercial terms are there to reward those who grow their own brand by benefiting from their initiative, enterprise and hard work, and can capitalise on the opportunities in the market.

Requirements:

  • Diploma in Financial Planning or part thereof
  • Drive and determination to build your own business whilst getting support
  • A genuine desire to work in the financial services industry as an Advisor
  • Full UK residency (required for FCA registration)

Please note this is a self-employed opportunity.

If this sounds like your next dream role, get in touch!

Required skills

  • Advisor
  • Financial Services

Application questions

Are you eligible to work in the UK without sponsorship either now or in the future?
Do you have your Diploma in Financial Services or part thereof?

Reference: 52956339

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