Trainee Financial Advisor
vor 1 Woche
Are you looking to kickstart your career in finance with our client's Trainee Financial Advisor Programme?
This role offers a structured pathway to becoming a successful independent financial adviser.
Starting as a support administrator, you'll gain hands-on experience while building essential knowledge in financial products, investment strategies, and client relationship management.
With opportunities to work alongside experienced advisers, you'll enhance your skills in areas like cashflow planning, effective questioning, and client meetings.
Upon successful completion of a 12-week probation period, you'll begin a tailored exam schedule, guiding you step-by-step toward the qualifications needed for an advisory role.
Join our clients and take the first step towards a rewarding career in financial advice
Salary package on offer for the role of Trainee Financial Advisor: Bonus StructureWorking Hours: Monday - FridayOffice or home-based dependent on locationRequirements for this Trainee Financial Advisor role: Microsoft Office knowledgeStrong written, as well as verbal, communication skillsOrganisational and planning skillsFinancial market and funds knowledgeExperience in a similar environmentUniversity degree in Business/Finance related desirableResponsibilities of the Trainee Financial Advisor are: Making appointments with clients and prospective clientsResearch on the investment systemsPreparing client annual reviews and follow-upsPreparation of analysis of portfolios and fundsInsurance provider and product researchProcess and procedure updatesAdministrative and compliance duties, including preparing cashflow reports, new recommendation packs, and suitability reports(If Applicable) Exam training and schedule #J-18808-Ljbffr
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Independent Financial Advisor
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