Recruit UK

Trainee Adviser – Liverpool

RecruitukLtd Salary: Up to £25K

We are seeking a bright and ambitious individual who has the desire, work ethic and capability to step into a trainee adviser role.  This is not for the faint hearted and this opportunity will not suit everyone so please consider this quite carefully before applying.

I am working on behalf of an adviser in Liverpool who is in the process of setting up a new office.  He has spent the last three years building a successful business and now has £13m FUM.  His ultimate aim is to build a company modelled on his own success and bring aspiring advisors into the business to work alongside and show them how to develop a client bank and write similar business levels.

The role will begin by taking on the administrative and paraplanning duties for the office whilst you gain the diploma in financial services, as well as the experience of the full financial process.  You will be trained on how to develop strategic partnerships with professional introducers, build and manage client relationships and identify business opportunities, building a consistent pipeline and income.

The ideal candidate will be actively working towards the diploma in financial services and if you already have it, then working towards chartered.  The role requires you to have already worked in the industry for 2-3 years and have a consistent work history.

I am keen to speak to people who are willing to put 110% effort into making this role a success and who will strive to ensure that the opportunity presented is one that is fully respected and monopolised on.

If you are keen to apply for this position, please contact Louise Sheppard on 0117 917 0411 or email Please quote reference 2965 on applying.

Upload your CV/resume or any other relevant file. Max. file size: 16 MB.