*Trainee Independent Financial Adviser
*Cheltenham/Gloucestershire
*£47,000pa
*Mentored by Director
*Remote based role
*Given an established book of business
*No need to develop your own leads
*Support towards achieving Chartered status
The Burford Recruitment Company are delighted to be working with a local, highly successful, independent financial planning business. The team are dedicated to providing exceptional service, and are now looking for a talented individual to join them in delivering tailored financial advice to a well-established client bank.
The Role
We are seeking a Level 4 diploma-qualified candidate, ideally based in the Gloucestershire/Cheltenham area, to provide ongoing advice to a portfolio of established clients. This is an excellent opportunity for someone currently working as a Trainee Financial Adviser, Paraplanner, or in a client support role, who is keen to progress in their career.
Key responsibilities include:
*Building and nurturing relationships with your allocated clients.
*Servicing and managing clients through face-to-face and online meetings
*Focusing on client care without the need to source or develop your own leads.
The ideal candidate will bring:
*Self-sufficiency, self-motivation, and ambition.
*Excellent interpersonal and communication skills.
*A commitment to loyalty and professional growth.
On Offer *Salaried role with a competitive starting salary and regular reviews based on your productivity and client success.
*Opportunity to develop your profile as an adviser and take on new clients.
*Support towards achieving Chartered status if desired.
*A chance to work remotely while maintaining strong local client connections in Gloucestershire.
If you’re ready to take the next step in your financial advisory career with a firm that values dedication and client care, we’d love to hear from you!