Job Description
This role is based in Royal Tunbridge Wells with a salary range of £30,000 - £38,000. It is a permanent position with remote working options.
Position: Trainee Financial Adviser
Location: Royal Tunbridge Wells/East Sussex
Reference: b258e483d949
Posted: 02.06.2025
Expiry Date: 17.07.2025
Role Overview
This is an excellent opportunity for someone with a Diploma qualification, experience in paraplanning and back-office administration, who aims to transition into an adviser role within 6 months with support from an IFA. The candidate should have a solid industry background and a desire to develop a client bank.
What We Offer
* Additional adviser bonus scheme
* 25 days holiday plus 8 bank holidays
* 5% company pension contribution
* Flexible medical package
* Monthly bonus payments based on 3X validation of salary
Main Responsibilities
* Providing first-class advice on wealth management including pensions, investments, tax planning, savings, and protection products.
* Collaborating with the paraplanning and administration team to deliver timely reports and excellent customer service.
* Managing a client bank, with opportunities to grow assets by bringing in additional assets.
* Learning and developing within the business as it grows.
The successful candidate will be given clients to service and will be supported to build their client base.
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