Current vacancies

Trainee Financial Advisers – Swindon We are now looking to recruit a Trainee/Junior Adviser to join our friendly team, but this is no ordinary role due to our unique algorithm driving our enhanced active management service, there will be a real interest in our service for years to come and will be a game changer in the industry, the role will be working closely with our senior advisers and engaging with clients, You will shadow our qualified advisers and you will be  provided with ongoing training, you will also be required to managing clients with the support provided. We are looking for someone who is ideally working in a similar position or an individual who is looking to take the next step of their career into a client facing/IFA role. To be considered you need to be diploma qualified or at least working towards (within two exams). £20,000 per year + Commission, will increase when qualified.

Job Type; Full time, Permanent

If you believe you have the skills, please send you CV to the below email – we would love to hear from you!

recruitment@woodwardfinancials.co.uk

Client Administrator – Swindon We have more than one position available for this role, it would undoubtedly suit an already experienced Financial Planning Administrator. An added benefit to this opportunity is that progression to Paraplanning will be available but it is no prerequisite to be considered for this role. Full training on office systems and platforms will be given and as such you will undertake the following duties: Dealing with client queries via email and telephone, tracking client portfolios daily, processing of new business and documentation to providers, inputting data on internal systems ensuring the information is accurate and up to date, general administration ensuring work flow effectively, Preparing for adviser and client appointments, Pro-actively speaking to product providers and platform providers, Sending out client pack information, Assisting with reporting, including valuations, Advanced use of Intelligent office software and other specialist packages. £18,000 – £21,000 per year + Bonus, depending on experience.

Job Type; Full time, Permanent

Closing date 15th April 2021

If you believe you have the skills, please send you CV to the below email – we would love to hear from you!

recruitment@woodwardfinancials.co.uk

Mortgage Adviser – Swindon We are looking for a fully qualified mortgage adviser to join our Swindon support centre, main responsibilities and duties will be communicating with customers providing mortgage advice to our clients, processing and completing all relevant paperwork for a smooth sales operation. We have an untapped client bank to assist in you reaching your OTE as well as ongoing marketing. Must be fully CeMap qualified. £25,000 to £30,000 per year + Commission depending on experience OTE £40k-£60k

Job Type; Full time, Permanent

Closing Date: 28th March 2021

If you believe you have the skills, please send you CV to the below email – we would love to hear from you!

recruitment@woodwardfinancials.co.uk

 

Trainee Insurance Adviser – Swindon This is a rare opportunity to join a company that will genuinely invest in your development, taking you from a trainee adviser to senior adviser within an agreed time frame. This is no ordinary role due to our unique algorithm driving our enhanced active management service, there will be a real interest in our service for years to come and will be a game changer in the industry. You will be given full training in order to reach competent adviser status and will be guided through all of the relevant RO1 and RO5 qualifications, this is an opportunity to join a passionate team within a fantastic unique financial services business and begin building a long-term career within Financial Services. £18,000  per year + Commission, will increase when qualified.

Job Type; Full time, Permanent

If you believe you have the skills, please send you CV to the below email – we would love to hear from you!

recruitment@woodwardfinancials.co.uk

Nothing of interest? please still send your CV and we’ll get in contact when new roles become available.