logo for Recruit UK

Graduate Trainee- Financial Services - Avon, Dorset, United Kingdom, BH237


Recruit UK are working on an excellent opportunity for a graduate trainee financial adviser in North Bristol to join a Financial Planning firm.

Are you a graduate looking for a career in financial planning? My client is offering a rare opportunity for a trainee to be taken on with full funding to obtain their Level 4 Diploma. You will be learning from financial service experts who boast an average of 25 years within the industry, giving you support to develop your skills and help you build your profession.

The firm is a fun, growing and dynamic financial planning practice who doesn't believe in micro management, they understand the benefits of a work-life balance and takes pride in treating their employees fairly.

Initially, you will be responsible for creating meeting packs, processing new business, administration tasks, taking first rate guidance from the highly experienced paraplanning team.

My client desires an ambitious candidate who sets their sights to the top, a company who will reward your determined attitude to build a successful future and will stand by you each step of the way. This is a fantastic opportunity for someone who sees themselves becoming a paraplanner, who can expect an average salary of £35k, and eventually a fully qualified financial adviser, typically £45k per year.

To be suitable for this position, you will need;

  • To be educated to degree level, preferably financially related
  • A high attention to detail and ability to work in a team
  • To be an engaging and proactive individual

Cover letter required:

Please provide a cover letter to support why you feel you would be suitable for the role. You will need to show a clear desire to progress a career in financial planning, willing to study and be motivated to learn. Tell us what skills and experience would make you good for the role, and why should our client invest in you.