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Trainee Financial Adviser - Year 1 OTE £60K+ - Peterborough

Job Type:
Financial Services
Financial Planner, Trainee (Financial Services)
London & South, Midlands & Wales
Salary range:
£20, 000 - £29, 999
Salary Description:
to £25K basic with year 1 OTE of £60K+
Start Date:
Job Ref:

This truly is a rare opportunity for a Trainee Financial Adviser to join one of the UK’s most successful financial advisory firms.

Our client has an independent feel, but is backed by one of the biggest financial advisory groups in the industry, which give its clients access to market-leading products and services.

This business is part-owned by a hugely successful accountancy practice from which it continually receives a great deal of financial services leads and referrals. This is therefore not a cold calling / ‘hard-core’ sales role; you will be extremely busy working in partnership with a committed business introducer.

My client is particularly interested in someone that they can mould to become a first-class Financial Adviser. It has a great track record of developing Trainees, and you will have access to training, learning & development and coaching tools that are second to none.

Although you do not need previous experience as a Financial Adviser, it is essential that you hold the Level 4 Diploma in Financial Planning. You must also have well-honed sales and relationship building skills, with the ability to secure buy-in from a discerning client base including Accountants and High Net Worth individuals. As such, you’ll be well-presented, articulate, engaging and highly credible.

You’ll be rewarded with a competitive basic salary of circa £25K and you’ll also be paid commission on the fee income that you generate from writing business. Given the firm’s connections, you’ll benefit from very achievable on target earnings of £60K+ in year one. After year one, you’ll also be paid commission for ongoing advice fees (OAF) as a result of maintaining existing clients’ business. So in year 2, you could feasibly be earning £80K+ and far beyond in years to come!

This firm also offers a highly lucrative opportunity to purchase your client bank from the firm after 5 years’ service. So effectively, this role could even be viewed as a stepping stone for you to build your own business!

Trainee Financial Adviser roles, with highly lucrative introducers such as this, are a rarity, so if you have the required skills and experience, apply in confidence today.

Aston Charles - a personalised service from industry experts

Financial Services and General Insurance Recruitment

Contact Details:
Tel: 0345 193 2460
Contact: James Heald

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