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Permanent

Trainee Financial Adviser

City
money-bag 28000.00-28000.00 Annual
2929874051
Posted 3 days ago

Are you experienced in business development and interested in becoming a Financial Adviser? We re supporting a successful Partner Practice of St. James s Place in Manchester with a rare opportunity for someone to make that transition. This role comes with full training, funding to complete your industry exams, and a clear route into advice - plus commission, bonuses, and ongoing support from an experienced team. You ll focus on generating new client relationships while building your knowledge of financial planning, with the goal of progressing into an adviser role in the future. What You ll Be Doing Generating New Business: Proactively seek out new opportunities through prospecting and referrals. Nurturing Relationships: Develop long-term, trusted relationships with clients, understanding their needs and providing exceptional service. Implementing Strategies: Collaborate with the team to design and execute effective business development strategies. Collaborative Growth: Work closely with financial advisors and the wider team to support client needs and drive shared success. What We re Looking For A strong background in sales/recruitment, business development, or client relationship management is preferred. Proficient in LinkedIn and social media. Excellent communication skills with a professional, approachable demeanour. Proactive, entrepreneurial attitude with the ability to self-generate results. Experience in implementing successful business development strategies. ..... full job details .....

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