Financial Adviser - Nottingham

Wills & Trusts Chartered Financial Planners ,
Nottingham, Nottinghamshire
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Job Description

Ever thought about a career change to become a Financial Adviser? Wills & Trusts Chartered Financial Planners are an award winning, top 100 financial advisory firm, established in 1992 we have continued to grow and are now opening several new office locations across the UK. We recognise that some of our best Advisers are those that have grown with us, have been trained via our Academy Programme and have gone on to achieve great things within their careers. As such, we believe in appointing the right people and giving you all the tools, training and qualifications to become a successful Financial Adviser. What does a Financial Adviser do? Our Advisers form close working relationships with our clients, helping them to make sound choices with their investments, estate planning and pensions. In order to develop relationships with new clients our Advisers host regular events with the support of our in-house events team, where we invite potential clients to attend free public information seminars, providing professional advice and guidance on a variety of relevant topics. Following an initial client meeting our Advisers will prepare a bespoke Wealth Management Plan with detailed recommendations based upon their expert advice. What qualifications & study support can we offer you? The CII Level 4 Diploma in Financial Planning is the minimum qualification required to become a Financial Adviser; We offer a fully funded Residential Academy Programme to help you achieve this. The Academy covers all training, CII membership and study costs, we even have our own expert CII accredited Trainer in-house to help you pass your exams. Essentially for your first 6 months upon joining you will be paid your salary plus full benefits and study package to do nothing other than study before you even start carrying out your new role. Most Financial Advisers currently working within the industry take a minimum of 2 years to obtain their diploma whilst also working full-time. Training takes place at our Head Office in the stunning historic market town of Thame, Oxfordshire. Should you be applying to work at one of our new locations that is not commutable daily to Oxford we will also pay for your accommodation throughout the duration of the Training Academy, so you could be living rent-free for your first 5-6 months too, making it a feasible option for someone considering this as a relocation opportunity. What makes our ideal candidate? Successful applicants will be required to have a keen interest in financial planning and investments. You will ideally come from a financial sales role or possibly a customer-centric role within a professional services environment. Experience of working with clients converting initial meetings into successful business relationships would be a great starting point for you to build upon. Exceptional client-facing skills are essential as you will be the face of Wills & Trusts, capable of instilling faith within our clients that we are the best in the market for financial planning advice. Confidence is also key, with support and training you will also be helping us to host seminars, educating clients in a public forum about our specialist areas of Wills, Investments and Pensions. This is a fantastic opportunity for individuals looking to develop a career in financial planning, working for a highly regarded organisation that was recently voted 59th place in the Top 100 across all IFA's in the UK. The opportunity for longer-term growth and progression is also a very realistic opportunity for driven individuals keen to grow as the organisation grows. We offer a great reward package; days off for your birthday, a generous holiday allowance that grows with time, a generous basic salary and the opportunity to earn a genuine OTE of between 50k - 75k within your 1st year on the job. Wills & Trusts is also a great place to work as recognised in our annual Gallup survey which has consistently put us top in the 97th percentile. We have a fantastic working culture and value our people as highly as we do our clients, we even have our own Well-Being Team who take pride in looking after us, arranging a variety of regular fun-packed activities, days out, in-house massages, free lunches and much more besides. Responsibilities: Ever thought about a career change to become a Financial Adviser? Wills & Trusts Chartered Financial Planners are an award winning, top 100 financial advisory firm, established in 1992 we have continued to grow and are now opening several new office locations across the UK. We recognise that some of our best Advisers are those that have grown with us, have been trained via our Academy Programme and have gone on to achieve great things within their careers. As such, we believe in appointing the right people and giving you all the tools, training and qualifications to become a successful Financial Adviser. What does a Financial Adviser do? Our Advisers form close working relationships with our clients, h

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