A bit about us and the 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
Minimum Qualifications: Diploma in Regulated Financial Planning
Aspiring to become a Chartered Financial Planner, advising clients on their finance? If you already hold your Diploma in Regulated Financial Planning and 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. During this time, you will study towards your Advanced Diploma to eventually 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.