Are you looking for a career in financial planning and would like to join a firm that offers excellent training to become a Financial Advisor? In this Client Account Manager job in London, you will be supporting their successful team of Financial Advisors with undertaking administrative and business development duties. Your responsibilities will typically include:
As your skills and knowledge increase, you will be provided with increased responsibilities.
Training and development for a Trainee Financial Advisor
Through a structured development plan, you will go from Administrator to Trainee Financial Advisor. Within 3 months, you will sit your protection advice qualification. Plus, you will be enrolled in a professional training scheme to obtain CeMAP and DipFA.
Progression to becoming a Financial Advisor
Through the combination of obtaining your qualifications, on the job training and shadowing a Senior Financial Advisor, you will be equipped with all the skills to be a successful Financial Advisor. In addition, from your efforts spent sourcing new clients, you will have a ready-made client bank to service, plus be provided pre-qualified appointments.
Requirements to be considered - Trainee Financial Advisor
A highly regarded wealth management firm offering advice to private and corporate clients. The business has been successful in continuing to grow year on year through their excellent training and development provided to their ambitious staff, who continue to flourish.
Client Account Manager Benefits
Call us now on 0208 0044 154 or click Apply
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information