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Our established client is offering the rare chance to train you to become a fully qualified Adviser.

With learning support and on the job experience, you are in control of how quickly you could be working as an Adviser.

Working alongside 3 very experienced advisers with a mentor programme in place, this 2-3 year programme is a great opportunity for a self-motivated individual.

We are looking for candidates with the following background and traits:

Must have been studying for exams towards being an IFA/or fully qualified
May already have some financial services industry experience and wants to move on
Degree holder
Good with excel, word etc
Keen to quickly work through the ranks by working hard
Good communication skills: phone, face to face, and written
Study support is available
Demonstrate initiative
Entrepreneurial
Hold a driving license
Team playerRole includes:

Working closely with the administration team to help gather policy information
Help with projects: for example, Mifid annual reviews, other client campaigns, annual portfolio rebalances
Help Advisers writing reports: eg. Annual review letters, client suitability report
General admin support
Speaking directly to clients and carrying out client reviews
Relationship building
Generating and converting opportunities into business

Refer a friend and earn up to £500!

Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion.

By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.

Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer