Trainee Adviser / Career Change

Trainee Adviser / Career Change


Financial Services

£25,000 - £40,000

Pension and PMI


Are you keen to develop your career in Financial Services and become a Financial Adviser?

Whether you are Diploma qualified, studying your R0’s, or looking for a career change, our client located near Newcastle-upon-Tyne, has an opportunity for you. Both employed and self-employed options are available.

You’ll be provided with:
·        Full training
·        Full back-office support with paraplanning, marketing, client servicing
·        Supportive team of Advisers within the business
·        Some clients however, the expectation and ability to generate your own clients is essential
·        Depending on the individual, an opportunity to purchase a stake within the business in the future
·        Once qualified, self-employed package is 75/25 split in the advisers favour, on all fees written
·        Once qualified, employed option includes a base salary and additional bonus on anything above their target
·        Target for advisers, expectations of (Y1 40k) (Y2, 80k) (Y3 120k)
·        Receive (but do not own) 50% ongoing advice fees of any business written in the previous year, in the current year
·        25% – 75% of ongoing advice fees owned by adviser after 5 year period

  • A driven, motivated individual who is looking for a career change
  • Someone willing to complete their R0 exams and achieve DipPFS


Know someone who the above job would be a perfect fit for?

REFER THEM …and receive £250 when they start in their new role!

Are you interested?

Click to apply today!

Apply now