Trainee Financial Adviser – Training offered DipFS Qualified within a year!

Published: 18th September 2019
City of London
Job Type
Financial Planning
£18,000 - £25,000 OTE (£50k OTE Year 2)


Our client is one of the fastest growing Wealth Management groups and is ranked within the top 30 of the UK's largest financial services network. They provide the industry's-leading financial advice nationwide, to a variety of high profile individuals, charities and large corporations.

If you are ambitious, wish to be DipFS Qualified within 12 months and become a Financial Adviser with an untapped earning potential; our client wishes to meet you!

My client is looking for the next generation of financial advisers , someone who wishes to take control of their career in an environment where progression is solely dictated by one's personal drive and ambition to succeed. They offer fast-track in-house DipFS training to enable you to be qualified within 12 months, which would normally take 2 - 3 years.

Duties and Responsibilities:

  • Learning new processes and systems used to acquire and deliver a first class services to clients
  • Arranging meetings with prospective clients
  • Generating your own client bank and business through personal connections, GDPR compliant lead sources and networking
  • Shadowing from a team of experienced Financial Advisers
  • Attending meetings with the industry's leading IFA's, obtaining data and analysing results to infer the best advice
  • You have the ability to earn generous bonuses for business you introduce and help develop for day one, with achievable OTE's of £50k with 2 years
  • Strong communicator and feeling comfortable engaging with clients via the telephone on a daily basis

Background and Experience

  • If you have 6-12 months Financial Services Administration experience
  • If you are a graduate with a Financial Services, Economics or Finance related degree
  • If you are started your DipFS qualifications
  • Must be ambitious and driven to be a Financial Advisor
  • Must have strong communication and inter-personal skills
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