Want to get some first-hand experience at an award winning financial firm? Ready to kick start your career and earn a competitive graduate wage whilst gaining a qualification in Level 4 Diploma in Regulated Financial Planning?
We are looking for a recent graduate based in the Newcastle area to join our Graduate Scheme, designed for individuals eager to begin a career in financial planning. This opportunity is ideal for someone who is passionate about helping clients achieve their financial goals and is committed to building a long-term career in the financial advice profession.
Please note that this is not a graduate scheme for those seeking a role in accounting or accountancy—our focus is firmly on financial planning and client-facing advisory work.
About Reeves
Reeves Independent are a specialist firm of Independent Financial Advisers who help our clients to build financial security. We are continuously expanding and are committed to recruiting the best talent into our business, and we are just as committed to retaining them. We want determined, ambitious and proactive employees to join our growing teams which is why our salaries, training programmes and personal development schemes are among the most competitive in our industry.
Job Role
You’ll dive straight into the financial services industry with real responsibilities that might include:
- Working with advisers to create advice: Learn the knowledge and understanding of financial advice by reading policy information & create the document our adviser will use to present to the client with a summary of their overall advice
- Create Suitability Report Documents: Review & ensure advice given is correct by creating a suitability report that will then be sent to the client, with an overview of the advice they have agreed to, including advantages & disadvantages to that advice.
- Communicate internally & externally: Certain decisions will be communicated within the business across different teams or in some cases, needing communicated externally, whether it is to clients or other product providers.
- Be the first point of contact for clients: Handle incoming calls and queries professionally, providing a warm, helpful experience that reflects our commitment to excellent client service.
- Organise adviser schedules: Work closely with advisers to manage their appointments and calendars, ensuring their time is used efficiently and clients are seen promptly.
- Deliver outstanding service: Take ownership of the client journey by helping coordinate communication and support, ensuring every client receives a smooth and high-quality experience.
This role will give you a comprehensive view of the industry, setting the stage for a thriving career.
Education Scheme:
Qualification : Level 4 Diploma in Regulated Financial Planning
We’ll support you in passing the following financial services exams:
R01: Financial Services, Regulation & Ethics
R02: Investment Principles & Risk
R03: Personal Taxation
R04: Pensions & Retirement Planning
R05: Financial Protection
R06: Financial Planning Practice.
You’ll dive straight into the financial services industry with real responsibilities, including:
With guidance and revision materials provided, you’ll be set to become Level 4 qualified and prepared for future success.
Basic Information
Contracted Term:
2 years
Salary
- Starting salary is £26,500 per annum.
Job Types: Full-time, Fixed term contract
Contract length: 24 months
Pay: £26,500.00 per year
Benefits:
- Additional leave
- Company events
- Cycle to work scheme
Education:
Location:
- Newcastle upon Tyne NE7 7TZ (required)
Work Location: In person
