Trainee financial adviser (Solihull)
The role: working for a major UK bank you will be providing regulated financial advice to clients with investable assets above £50,000. An existing client base will be provided as well as regular leads from colleagues in the branch network including personal bankers and mortgage advisers. This is a branch based position and some Saturday working will be expected with time off in lieu given.
Experience and qualifications required: You must hold a level 4 diploma in financial planning or equivalent. Ideally you will also have recent experience of advising clients on at least one of the following areas: mortgages, protection, investments or pensions. Candidates from a bank, building society or estate agency background could be suitable for the role or applications from paraplanners with some advice experience and financial advisers returning to the industry.
The package: Salary scale is negotiable from £40,000 to £45,000 depending on qualifications and experience. In addition there is a performance related bonus scheme with additional earnings of £10,000 per annum (up to £20,000 for an exceptional performance) this is paid every 6 months following a performance review. Scorecard areas for bonus include Compliance/file quality, customer feedback, professional development and fact find activity.