Trainee Financial Adviser - Manchester

Recruit UKManchester

On-site Full-time £40K/yr - £45K/yr

Clicking Apply Now takes you to AutoApply where you can tailor your resume and apply.

Experience Level

Mid to Senior

Qualifications

Skills and Experience Required:Level 4 Diploma (or in progress)Experience in a financial services firm providing client advice and report generation for financial planningA strong desire to assist claimants with personal injury settlementsExceptional interpersonal skills to establish trust and confidence with vulnerable clients.

About the job

Job Title: Trainee Financial Adviser

Industry: Financial Services

Location: Manchester

Salary: £40,000 - £45,000

Job Ref: 13775

This is an exceptional opportunity for a Trainee Financial Adviser to join a prestigious Personal Financial Planning and Investment Management firm in Manchester. As a key addition to a well-established UK company, you will provide bespoke financial advice and investment management services to clients who are either expecting or have received compensation for personal injury claims. Your role will encompass both expert witness advice prior to settlement and comprehensive investment planning and management post-settlement.

The ideal candidate will be an experienced paraplanner or a junior financial adviser eager to advance into a Financial Adviser role within a leading firm that caters to high net worth clients. Based in the Manchester office, you will excel at cultivating and nurturing strong relationships with internal business partners while managing a substantial client portfolio primarily located in the Manchester area, ensuring that every client receives an annual review. You will deliver specialized financial planning and guidance to clients who have received personal injury settlements.

What We Offer:

Base salary ranging from £40,000 to £45,000+
Potential for significant salary growth with OTE of £100,000+
Discretionary bonus scheme
Comprehensive company benefits including:
- Car allowance
- Pension plan
- Death in service, Critical illness, and Private Medical Insurance
- Competitive holiday entitlement
- Car parking
- Flexible working arrangements
A wonderful opportunity to join a friendly team at a leading Investment Management company
Office located in Manchester

About Recruit UK

Recruit UK is a leading recruitment agency specialized in the financial services sector, dedicated to matching talented professionals with top-tier firms across the UK.

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