• Please mention Financial Planning Jobs when applying for this role •
Trainee Financial Adviser
Role: Permanent – Full Time Role – 8.30am start
Location: Bath Office, Upper Bristol Road
Salary: Up to £28,000 dependent on experience and qualifications
Non Diploma qualified £23,000 ~ Diploma qualified £25-£26,000 ~ Adv Dip qualified £28,000
Aspiring to become a Chartered Financial Planner, advising clients on their finance? No matter whether you are already a holder of your Diploma in Regulated Financial Planning or want to find a business where you can progress your career, Unividual are looking to hire a future adviser with a strong moral compass, bags of enthusiasm and a focus on learning and progressing themselves.
Established in 2000, Unividual is a family-run business with offices in Bath and London. We have 6 financial advisers (and growing) with a total team size of 20. Five years ago we set up our own in-house financial training institution called Unicademy. This is a space where ambitious individuals can enter the industry and either progress their careers in financial advice, people management or down a technical route. This role falls under the financial adviser route.
As part of this role, you will work as a paraplanner alongside a financial adviser, learning the back-office part of a financial adviser’s role. If you are new to the industry with little qualifications you will start off as a Trainee Financial Planning Assistant studying towards your Diploma for the first year. After which you will be promoted to a Trainee Financial Adviser to study your Advanced Diploma. Eventually you will become Chartered and a Fellow of the Personal Finance Society. All your qualifications and training will be funded by Unividual.
Upon becoming a financial planner you will have the support and training to run your own business within the Unividual financial advice framework.
Unividual’s philosophy is the Richard Branson way, “train people well enough so they can leave, treat them well enough so they don’t want”. The best part about Unividual is the people you will be working with: ambitious, want to help you grow, have all the time in the world for you and care deeply about staff, clients and the wider community. On top of that you can expect to receive the following benefits in return for all your hard work:
The financial advisers you will be working alongside will throw you in at the deep end so you can really learn how to be a financial planner. You will be:
You need to be a holder of at least a 2:1 Degree or financial professional qualifications. Ofcourse, experience in the industry is beneficial but what is more important to us is:
How to apply
You will need to apply with a COVERING LETTER and CV
Please send this to Hiring Manager, Cherie-Anne Baxter, Marketing Director and part-owner of Unividual: email@example.com
Following this we will hold a video interview with one of Unividual’s leadership team followed by an experience day in the Bath office. This will give you the opportunity to meet a Director and owner of the business, meet an adviser and see if Unividual is the type of environment you would like to work in.