Trainee financial adviser jobs in United Kingdom

** Starting salary of £23,500 expected first year OTE £50,000** If you have experience of sales in a telephone based role including outbound calling or telesales and are seeking that next step then this role could be perfect for you. Our client is undergoing an expansion and are keen to expand their current Protection Insurance Advisor team and are looking for up and coming sales professional looking to take the next step in their career. You will receive full in house training to become a Qualified Protection Advisor starting on a basic salary of £23,500. All graduate trainees are expected to £50,000 within 12months, rising to £60,000 in 24months. Duties will include preparing new business quotations for new and existing clients, supporting busy renewal activities, outbound contact to bring in new clients, networking and lead generation. Requirements: - Demonstrate hunger and desire for professional and financial growth - Determination and tenacity is a must - Ability to work in a target driven high pressure environment - Confidence in your own ability to succeed - 1yrs experience in an outbound telesales position or a direct face to face sales position ** Benefits:** - Competitive salary package with performance-based incentives. - Comprehensive training and the opportunity to gain on the job qualifications - Health insurance coverage. - Retirement savings plan. - Birthday off - Team outings, annual company trip to Spain and daily incentives

** Starting salary of £23,500 expected first year OTE £50,000** If you have experience of sales in a telephone based role including outbound calling or telesales and are seeking that next step then this role could be perfect for you. Our client is undergoing an expansion and are keen to expand their current Protection Insurance Advisor team and are looking for up and coming sales professional looking to take the next step in their career. You will receive full in house training to become a Qualified Protection Advisor starting on a basic salary of £23,500. All graduate trainees are expected to £50,000 within 12months, rising to £60,000 in 24months. Duties will include preparing new business quotations for new and existing clients, supporting busy renewal activities, outbound contact to bring in new clients, networking and lead generation. Requirements: - Demonstrate hunger and desire for professional and financial growth - Determination and tenacity is a must - Ability to work in a target driven high pressure environment - Confidence in your own ability to succeed - 1yrs experience in an outbound telesales position or a direct face to face sales position ** Benefits:** - Competitive salary package with performance-based incentives. - Comprehensive training and the opportunity to gain on the job qualifications - Health insurance coverage. - Retirement savings plan. - Birthday off - Team outings, annual company trip to Spain and daily incentives

Are you an experienced Paraplanner seeking a rewarding role within a leading IFA practice? Can you commute to Southport? ARR Talent is partnering with a prominent mid-sized IFA practice who going through an exciting expansion phase. We are currently seeking a technically strong Paraplanner to join their small Paraplanner team. This role presents an exciting opportunity to play an integral role within the firm and contribute significantly to achieving exceptional client outcomes. You will be working towards or have achieved Level 4 Diploma qualification and be a career Paraplanner. You will have a passion for high-quality advice and an ability to think outside the box. Skills and experience: We're seeking an individual who thrives on the technical and forensic aspects of Paraplanning. You will be joining an experienced team of Independent Financial Advisers plus two trainee Advisers, therefore, our new Paraplanner will have a very important role to play and will be valued as such. We are looking for an individual with the same client-focused outlook as ours and who has the technical knowledge, qualifications, and experience to make a valuable contribution to client outcomes. The practice focuses on providing holistic financial advice to individual and corporate clients primarily across the North West. They have a very strong Employee Benefits offering creating additional avenues for high-net-worth and more complex financial planning opportunities. Key responsibilities: · Collating client data to provide a detailed client overview. · Forensic Analysis of Client Factfind, Ceding Scheme Information and Clients Objectives to provide a basis for research and solutions. · Use of risk profiling and fund analysis tools to provide detailed analysis of clients’ holdings, performance, risk, diversification, and reduction in yield. · Assistance in the production of Suitability Letters. · Responsibility for ensuring the Client’s Compliance file is complete and correct for checking by the Compliance Manager. · Use of Cashflow modelling tools to provide detailed analysis of retirement planning and income options. · Attending client meetings, note taking and action point noting to be delegated to the administration team. · Ad Hoc project work as and when required in order to comply and stay ahead of legislation and FCA regulations. · Maintenance and management of the New Business Register, including regular reporting of Management Information to assist in T&C. · Working with other Professional Advisers to collate client information and assist in the holistic advice process. · Coordinating the administration function to ensure activities are completed accurately and within agreed timescales. · All other proactive activities to support the advice process and to support the compliance team. In addition, your skills and experience will help you to: Demonstrate excellent communication skills with both internal and external stakeholders. Maintain confidentiality and show tact and empathy with clients and team members. Showcase a high level of IT competency and confidence in using various software. Embody a positive, motivated, and team-oriented attitude. Salary and benefits: Basic salary up to £35,000 dependent on experience. Comprehensive employee benefits package and Employee Value Proposition. Opportunities for professional development and support in achieving Chartered Status. Generous holiday allowance plus all bank holidays. Company supported staff and charity events. The next step If you are an experienced Paraplanner and considering your career options, we want to hear from you. Please get in touch and click "APPLY" today! About ARR Talent: As a specialist Financial Services recruitment company, we bring unique expertise, industry insights and connections, whether you are looking for a new opportunity or want to recruit great talent into your business. At ARR Talent we value the importance of communication, transparency and follow-up and we focus on delivering only high-quality, qualified candidates to our clients. We look forward to starting your journey with you!

Trainee Broker - Open Your Own Estate Planning Practice Join Our Team and Transform Your Future Are you ready to embark on a rewarding career journey that not only offers unparalleled earning potential but also the chance to make a significant impact on thousands of clients' lives? We are seeking ambitious, driven individuals to join our team as Trainee Brokers, with the unique opportunity to open their own estate planning practice. About Us With a legacy spanning over 20 years, our recognised brand has been at the forefront of the estate planning industry. Our proven franchise model, running successfully for over a decade, empowers our partners to excel in providing comprehensive estate planning solutions, including Wills, Lasting Powers of Attorney, Trusts, and Life Cover. The Opportunity As a Trainee Broker, you will be equipped with the knowledge and skills to not only excel in estate planning but also to grow into a successful Independent Financial Advisor (IFA). This dual pathway promises a lucrative career, with established IFAs typically earning upwards of £150,000 per year. Your Journey with Us Year 1: Establish your foundation with typical earnings of £30,000. Year 2: Expand your practice and double your earnings to £60,000. Year 3: Solidify your presence in the market with earnings of £80,000. Benefits of Joining Comprehensive Training: We don’t just show you the ropes; we guide you through every step of the way in selling, advising, and business management. Earning Potential: Enjoy uncapped earnings as you grow your practice and clientele. Flexibility: All you need is a laptop and a passion for making a difference. Supportive Brand: Trade under a well-established, reputable brand that helps secure clients and fosters trust. Affordable Entry: With an initial franchise fee of £2,500 and a total fee of £15,000 payable at various stages, stepping into your own business has never been easier. Who We're Looking For Motivated individuals with a drive to succeed and help others. Aspiring entrepreneurs ready to embark on a business venture with a strong support system. Persons interested in the financial and estate planning industry, looking to make a profound impact. Take the First Step This is more than a job; it's a career that grows with you, offering not just financial rewards but the satisfaction of truly making a difference. If you're ready to take control of your future and help protect the assets and legacies of thousands, we want to hear from you. Apply now to become a part of our esteemed team and start your journey towards becoming a leader in estate planning and financial advisory. How to Apply Please send your CV and a cover letter expressing your interest and why you believe you are the perfect fit for this opportunity We look forward to welcoming you to our team and supporting you in your journey to success. Join us, and let's build your future together.