Trainee Financial Adviser- Birmingham

recruitukltd Salary: £35,000 - £45,000 salary – Year 2 = £65,000 Year 3 = £100,000 plus

My Client is offering a fantastic package that could see you earning a salary of £65K in year 2 and total earnings in excess of £100,000 in the third year.

These opportunities do not come around very often. They need someone from a paraplanning background to come in and support an adviser for a 6-9 month period with an existing client bank before moving across in to a full advise role with exceptional earning potential. This is an organisation that has fantastic introducer relationships meaning a constant flow of high quality leads is on tap to make for a very successful career.

Are you a qualified Paraplanner looking for a homebased (office available if preferred) position and a fast tracked route in to advice?

If you are looking for a better work life balance that will allow you the freedom to perform at the very best of your abilities and the opportunity to move in to advisory position within 12 months, then this could be the job for you!

What’s in it for you?

  • Flexibility around working hours – Core hours would be 10-4 but with you working remotely if you needed to tweak this either way you could do. Total of 37.5 hours per week.
  • Fantastic Salary and benefits package.
  • All exams are paid for in full 1st time around, study leave for exams.
  • Fantastic support and training structure developed over their 25 years in the business.
  • Work life balance – Homebased, with full support to set up office or if you would prefer to work from an office to work from they would rent one in a location that suits you.
  • When you progress in to an advice role the quality of leads and support is exceptional.

With a risk of using all the job hunting clichés my client is looking for “an ambitious” “go getter” who is “hungry” to develop themselves and their career.

My client are an investment advice company with a nationwide presence and a market leader in advising clients who are in receipt of personal injury or clinical negligence awards.

For the past 25 years, they have specialised in providing support and investment advice. They deliver advice across both pre and post settlement and specialise in Personal Injury and Clinical Negligence claims. They deal with the relevant professions to provide information and solutions for clients at critical times of need.

They are looking for an experienced paraplanner who has a genuine interest in developing their career within the industry to support one of their most successful advisors based in the Birmingham area. This adviser delivers a range of specialist financial planning services.

This role will focus on helping in research and implementing solutions for clients on an ongoing basis. The ideal candidate will be already in a senior paraplanner position, experienced in the role and eager to use their existing knowledge and skills to help progress and develop the advice given and the process followed.

Due to the nature of the clients you will be dealing with, they require an individual who is empathetic to different needs and able to show diversity in their approach to each client.

The key function of this role consists of the preparation of financial recommendation reports and private / minor trust reports. You will be using a number of research tools to support your work, including Defaqto, Synaptics and Exchange to ensure the most appropriate recommendation is selected appropriate to our customer’s needs.

You will often be the first point of contact for pre and post-sale for clients to ensure their needs are met in an orderly time frame. Due to the increased level of business that is being generated by the company in the West Midlands the plan is to develop this paraplanner into an adviser over a 6 – 9 month period.

The ideal candidate will be diploma qualified with asperations to become chartered and have at least five years’ experience. Due to the nature of the role, you can often work with families in sometimes distressing situations, so it is important to have the softer skills to manage these clients. They have a number of professional introducers who pass leads to the Financial Consultants, so there is a good level of support towards building your business.

Part of your role will be to work closely with the business development team to continue the dialogue with solicitors, so it is essential that you have exceptional communication skills.


Please call Russell Davies on 01179-170-418, quoting 11898

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