Trainee Financial Adviser

This employed, Financial
Adviser job in Bromsgrove is ideal for a Diploma qualified individual keen to
develop as a Financial Adviser

You will be providing ongoing annual
servicing to their existing clients for their financial planning needs. This enables
you to maintain and build client relationships, whilst also giving opportunity to
spot new business opportunities

As a Financial Adviser, you will
conduct in-depth annual reviews of their clients’ financial circumstances,
reviewing their current arrangements and identifying future objectives. All advice
should meet the compliance and T&C requirements.

Trainee Financial Adviser
Requirements

• You must hold full Level 4
  Diploma in Financial Planning or equivalent
• This would be well suited
  to recently qualified Trainee Financial Adviser looking to develop their skills
• You
  should have a positive approach towards technology and be confident
  talking to clients via video conferencing
• You should
  be proactive in spotting new business opportunities

Training and Development

Their Financial Advisors
have access to in-house training programmes and support towards becoming a
Chartered Financial Planner.

Trainee Financial Adviser
Benefits

• Salary of £30,000 – £35,000 subject to experience and
  qualifications
• Plus discretionary annual bonus, following completion of a year’s
  service
• Flexible working with good holiday allowance and option to buy and
  sell holiday
• Contributory pension scheme and death-in-service benefit
• Other company benefits include annual Christmas and summer parties,
  discounted spending from retailers, health clubs etc

Locations

Bromsgrove

Call us now on 0208 0044 154 or click Apply

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