Acuma is a leading independent financial advisory firm providing wealth management, private banking, and investment solutions to clients globally. The company specializes in helping individuals and businesses achieve financial success with tailored solutions including tax-efficient investments and retirement planning.

Job Summary

Acuma is looking for ambitious and entrepreneurial-minded individuals to join as Trainee Financial Advisors. This role offers comprehensive training, mentorship, and uncapped earning potential. The position is ideal for individuals seeking a dynamic career in global financial planning, with clear progression and personal development opportunities.

Key Responsibilities

• Engage with clients to understand their financial goals and provide suitable advisory services.

• Build long-term relationships with clients through regular communication and personalized financial strategies.

• Participate in structured training programs to gain the necessary qualifications, such as the CISI industry qualification.

• Work towards achieving set sales targets with a focus on career progression and financial success.

What We Offer

• Training and Development: Comprehensive programs with mentorship from industry experts and access to essential certifications (CISI).

• Earning Potential: Competitive, uncapped opportunities with clear pathways to financial success.

• Career Progression: Fast-track promotions, international placements, and leadership opportunities.

• Reputation and Support: Be part of a globally recognized company offering cutting-edge tools and resources in a supportive work environment.

• Work-Life Balance: Structured growth plans and achievable targets designed for success.

Qualifications and Skills

• Ambitious & Entrepreneurial-Minded: Eager to build a rewarding career in financial advisory.

• Excellent Communication Skills: Passion for building strong client relationships.

• Telephonic Experience (Advantageous): Comfortable with client engagement over the phone.

• Motivated & Driven: Focused on personal development and continuous growth.

Who We Are Not Looking For

This role is specifically for individuals interested in a client-facing, performance-driven environment and is not suited for those seeking roles in accountancy, analytics, bookkeeping, or other numerically-focused positions.

How to Apply

If you are ready to take on this exciting opportunity and build a successful career in financial advisory, apply through Acuma’s recruitment platform.