Trainee Financial Adviser - Tyne and Wear

Job Location	Tyne and Wear
Education	Not Mentioned
Salary	£33,000 - £60,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent, full-time

Job Description

Trainee Financial Advisers - North EastAre you a level 4 Qualified Paraplanner or Financial Planning Administrator looking to take that next step into an advisory roleORAre you working in bancassurance or a building society with Level 4 status looking for that golden opportunity to get full training and support to become a Financial AdviserORPerhaps you are an experienced financial planner looking for an employed office-based position that would suit your lifestyle better with less travel and a guaranteed client bankIf any of the above sound like you, then please read on…The opportunityTempest Jones are currently working with a leading Chartered Financial Planning Practice in the Northeast on their recruitment campaign for Trainee Financial Advisers. This reputable practice has a national presence, is continuing to grow at a fast paceand prides itself on a very client-centric approach.Provided you have the Diploma in financial planning and either paraplanning or client facing experience within a financial services environment, you will be given full training on systems and the advice process in a highly structured and supportive environment.Once trained up, duties will include:

Building and maintaining relationships with new and existing clients remotely, over the telephone and via Zoom/Teams as appropriate.
Providing advice to both new and existing clients on pensions and retirement planning, protection and investments.
Ensuring you support clients to meet their financial objectives.
Remain compliant and up to date with company policy.
Review clients portfolios annually in line with their changing risk attitudes.

What’s in it for you

A competitive basic salary plus ample opportunity to earn bonus, along with an attractive benefits package.
Full training to become a competent adviser and continued support with career development.
Study support to gain Chartered status.
The chance to work in a highly dynamic and friendly team.
Plush offices on Doxford International Business Park.

NB: Top end of salary banding shows capacity to earn once CAS is gained and includes bonus.To apply, please send your CV to jenny @ tempestjones . com

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