Trainee Financial Planner (Perfect for a Mortgage Adviser with Level 4) Bracknell
Salary
28k-30k
Location
Bracknell
Job Type
Full Time
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Are you a mortgage adviser who is interested in a career as a financial planner?
Do you hold or are close to obtaining the Financial Planning Diploma?
Recruit UK are currently representing one of the UK’s leading National Financial Service Firms who are actively looking to grow their desk-based financial advice team in Bracknell. They are looking for competent financial services professionals who are looking to build a career as a financial adviser.
Mortgage advice experience gives you the perfect fundamental skill set to become a successful financial adviser, as much of the process, from the fact-find to delivery of the product is similar.
What’s on offer:
- Salary up to £30k
- £5k increase once CAS status is achieved
- Excellent bonus potential
- Extensive benefits
- Comprehensive training and onboarding process
- All clients provided (initial book of 200)
- Hardworking and motived
- Level 4 Diploma in Financial Planning (or close to obtaining)
- Excellent client skills
- Ability to communicate effectively over the phone
- Desire to become a Financial Planner