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Trainee Financial Advisor

Platinum Recruitment Group
Pay: On Application
Location: Manchester Manchester United Kingdom
Category: Graduate
Available from: Immediately
Finishes on: Ongoing Position
Type of work: Full Time , Daytime Work
Job reference: E03165927
Financial Services 2019-09-04 2019-09-27

Job Description

Trainee Financial Advisor

Manchester City Centre

£25,000 - £100,000

Providing financial advice is all about building relationships, networking, referrals and TRUST. Trust is key in becoming a successful advisor!

Established in 1991, our client is a FTSE 100 company who look after over £100 Billion of client funds.

The opportunity to provide advice has only increased through to several factors including:

  • Political unrest
  • Generally, the population is wealthier than 20 years ago
  • People are living longer
  • Numerous regulatory changes making advice essential (no hard sales/ miss selling)

Process:

Months 1 - 3:

You will be completing your qualifications (you MUST complete your R01 prior to starting)

*87% of their academy pass their exams first time round.

Months 3 - 6:

Developing your skills which include networking, referrals, how to provide advice etc. with your mentor and manager. You would be expecting to build your network of potential clients to 200 by this point. (Prior to starting at the business, you should really have 75 - 100 clients)

Months 6 onwards

You will be providing financial advice. Throughout your time as a financial advisor, you will have an unrivalled amount of support from the Senior Management and Coaching team within the business.

There are 2 x options for candidates applying.

  1. To become self-employed and build your own IFA business under the umbrella (there is minimal risk to the applicant as they will be responsible for any complaints etc. and will guarantee to buy bit part/ all of your business in the future)
  2. Work within one of their 2,500 network firms across the UK as an IFA

This is a remarkable position for candidates looking for a NEW career within financial advice. If you are a self-motivator with a strong desire to support clients with their finances, please apply today.

Platinum Recruitment Group are the recruitment partner of the business. Please send your CV to

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