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Financial Advisor - Trainee

Candid Recruit
Posted 24 days ago, valid for 13 days

Cheltenham, Gloucestershire GL50 9SA, England


£30,000 - £50,000 per annum

Contract type

Full Time

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Sonic Summary

  • Salary: Not specified
  • Experience required: Ideally already Qualified to Diploma 4
  • Location: Cheltenham, Cleckheaton, Chester/North Wales, Durham
  • Financial Services experience preferred - Mortgage Adviser / Protection Adviser
  • Opportunity for career growth from Trainee to Full Financial Adviser


Financial Advisor - Trainee

Due to continuing growth, my client is looking for Trainee Financial Advisor's in several of their locations including Cheltenham, Cleckheaton, Chester/North Wales and Durham.

They are looking for professional people who can develop into a role and be able to offer expert advice on suitable investments, private pensions, tax planning, and insurance products and provide a valuable service to work with my clients established client base.

In this role, you will have the opportunity to work with the existing in-house team, including administrators and para-planners, to service existing clients, help develop the business in the future and ultimately, develop from Trainee to Full Financial Adviser with huge career growth potential.

In order to fulfil the requirements of this role, my client is looking for the following:

Professional individuals ideally already Qualified to Diploma 4 looking to progress into a career in Financial Services.

Ideally some Financial Services¬†experience would be preferred ‚Äď Mortgage Adviser / Protection Adviser etc. You need to be self-motivated and numeric, have excellent communication and organisational skills with the ability to work independently.

The principal functions of a financial advisor are to provide customers with accurate information and bespoke deals that will enable them to make educated choices that suits their specific requirements.

As such, this role will require a mix of telephone and face to face advice (including virtual). You need to maintain transparent financial and contract details and liaise with service providers.

The main responsibilities of this role will vary depending upon your specific role, but will typically include the following:

  • contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
  • conducting in-depth reviews of clients' financial circumstances, current provision and future aims
  • analysing information and preparing plans best suited to individual clients' requirements
  • completing risk analyses
  • researching the marketplace and providing clients with information on new and existing products and services
  • designing financial strategies
  • assisting clients to make informed decisions
  • researching information from various sources, including providers of financial products
  • reviewing and responding to clients changing needs and financial circumstances
  • promoting and selling financial products to meet given or negotiated sales targets
  • negotiating with product suppliers for the best possible rates
  • liaising with head office and financial services providers
  • communicating with other professionals, such as estate agents, solicitors and valuers
  • keeping up to date with financial products and legislation
  • producing financial reports
  • contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
  • meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.


This really is an excellent opportunity for ambitious individuals who are keen to join a successful company and establish a long-term career in the Fianance sector.

Your hard work and commitment are reflected in your earnings and a generous bonus structure and benefits package is offered and tailored to your qualifications and experience.



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By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.