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Welcome to North Oak Recruitment, dedicated to delivering what we promise - a quality recruitment service. Whether you are a financial services company looking to recruit staff, or whether you are an individual looking for your next career move within financial services, you can rest assured that you will be in the safe hands of an expert, trained and experienced in managing all of your recruitment needs and putting your interests first.  Call us now for Financial Services vacancies.
Trainee Financial Adviser
Salary Area Job Ref Consultant Sector
£18,000 - £30,000 Nottinghamshire AL814 angela liscombe Financial Advice


Trainee Financial Adviser

Nottingham (Our Ref AL814)


My client, a well regarded and national Wealth Management company, has an exciting new opportunity for an aspiring Financial Adviser to join their Nottingham based team, and their newly created Academy for trainees.


The scheme is a 2 year one and you will start in an administration role. After 6 months you move onto a paraplanning role with the aim of becoming a competent paraplanner. Once you have got the paraplanning role under your belt you are enrolled onto the Adviser academy and over a 12 month period you  will be trained and developed into a qualified adviser.

The Academy involves a 1 week residential course, usually at their Head Office, every month for 12 months.  The other 3 weeks per month will be spent on paraplanning  and other development activities in Nottingham. Once qualified you will be eased into a small portfolio of clients to cut to gain experience which will be expanded upon as you develop your skills and capabilities.

If you are interested in applying for a Trainee Adviser position you will need to be comfortable with the following :

•             There will be a formal structured assessment process and you will be in competition

•             Starting salary is £18,000 pa increasing to £25,000 once you are considered a competent                Paraplanner and then £30,000 when you qualify an Adviser

We are looking for individuals with a proven aptitude for learning and achieving professional qualifications.  A background in financial services / wealth management is preferred and naturally the ability to communicate well,  with the ability to build and nurture long lasting professional relationships.

Please apply with an up to date CV or call Angela Liscombe at North Oak Recruitment for a confidential discussion.

 North Oak Recruitment have worked very hard to find me a position.  Angela has been friendly and professional, she listened to what I was looking for and I would recommend her to anyone looking for a new job. 
Sharon M.
 Angela is second to non in her knowledge of the financial services industry across the Midlands.  Having been made redundant I was feeling unsure about my future but Angela was very reassuring and quickly got to work for me.  Within 3 weeks, I had the perfect role and I can't recommend Angela highly enough - Thank You!
Kate M.