Job Description

About the Role...

This is a unique opportunity to become a fully qualified financial adviser through a structured development programme which combines hands-on client engagement experience with full training support within the TFAS Enterprises Group.

As a Trainee Financial Adviser, you'll begin your journey under the Inzuzo brand, working within our referral service and qualifications division. Here you will speak directly with consumers who have made online enquiries seeking advice to understand their financial planning needs and match them with suitable advisers.

This role forms the foundation of your development, giving you invaluable real-world experience whilst you build the knowledge and skills required to progress into an advisory position within our TFAS Wealth brand.

Throughout the programme, you'll benefit from:

Full exam support

, including fully covered funding and study time for the Diploma in Financial Planning (or equivalent)

One-to-one mentoring

from experienced financial advisers.

Structured training and competency support

to achieve competent adviser status (CAS).

Ongoing professional development

within a team committed to excellence, innovation, and long-term career progression.

Why Us?

TFAS Enterprises aims at combining world class financial advice with cutting edge digital marketing technology. As a market leading partner for many of the largest and leading organisations across the UK in the financial services industry, innovation is at the forefront of our company. We are committed to pushing boundaries and embracing limitless possibilities and pride ourselves on fostering a supportive, team-centric culture. This is not just another sales role, it's a genuine stepping stone into the financial advice profession, backed by a team with a proven track record of growing and supporting future advisers.

What to expect...

This programme encompasses a tiered base salary structure dependant on experience and typically takes 18-24 months to complete, after which you will transfer to the TFAS Wealth brand.

The starting base salary is between 24,000 - 30,000 with OTE between 34,700 - 48,000. Upon successfully qualifying and achieving competent adviser status, the starting base salary is 40,000 with OTE of 60,000.

In addition, you will receive generous company benefits including 24-hour access to wellbeing support, annual salary reviews and an excellent work-life balance.

Working hours are 37.5 hours per week, a mix of early shifts (09:00 - 17:30) and late shifts (10:00 - 18:30), with a 16:00 finish on Fridays.

This role is primarily office based with the option of 1 working from home day upon successful completion of the probation period.

Key Responsibilities

Conduct outbound calls to consumers Receive inbound calls Provide solutions in line with consumer objectives Maintain workflow effectively Update the CRM accurately and consistently Adhere to OFCOM standards and TCF Provide fair and reasonable outcomes for all consumers and clients Ensure all information referred externally is accurate and professionally annotated Achieve all KPI benchmarks

Skills, Knowledge & Expertise

Qualifications

Desirable
RO1 / CMAP / DIPFA or higher

Experience

Essential
Experience working in a target driven environment, specifically within a sales based or appointment setting role

Desirable
Experience working in the financial sector or in a regulated environment

Skills

Strong communication skills Strong attention to detail Excellent interpersonal skills Excellent time management and organisation skills Ability to self-manage and motivate themselves Ability to work to deadlines and meet targets Passionate about hitting targets and earning bonus

Behaviours

Our Company Behaviours are central to our culture and pivotal to our success. We're not just looking for employees; we're looking for individuals who embody our values and want to contribute to our shared mission.

Open

- Relate and communicate with others, adapting your style to everyone.

Positive

- Being optimistic and encouraging a positive mindset.

Professional

- Exhibiting a courteous, conscientious, and business like manner.

Leadership

- Drive the company vision and positively influence those around you.

Cooperative

- Work together and support each other to learn and grow.

People Focused

- Delivering the best service and adding value to our clients

Employee Benefits

25 days annual leave plus Bank Holidays increasing by 1 day each year after 3 years service (maximum of 5 additional days) 4pm Finish on a Friday Annual performance related Company bonus and salary review 4 x Death in Service 5% Employer pension contribution 24 hour access to our Employee Assistance Programme with Health Assured Opportunities for continuous professional development Buying and selling annual leave scheme Regular social & charity events throughout the year 500 Refer a friend scheme Free mortgage advice
Job Type: Full-time

Pay: 24,000.00-30,000.00 per year

Benefits:

Additional leave Bereavement leave Casual dress Company events Company pension Discounted or free food Employee discount Financial planning services Health & wellbeing programme Referral programme Sick pay Transport links Work from home
Work Location: In person