This Trainee Financial Advisor job in Bristol is ideal for an individual looking to build a career within a growing financial planning firm
You will be provided with a large client bank of many hundreds, consisting of existing and acquired clients. Your focus will be to takeover the servicing and ensure they receive appropriate financial planning solutions. You will mainly be using telephone and Zoom to undertake the reviews
Where appropriate, you should seek to identify new business opportunities through the existing clients with new monies or referrals
The company will support your professional development and help you grow as a Financial Advisor. The training will be delivered in person in their office, with transition to a hybrid home / office based in due course
Our client is a Directly Authorised Independent Financial Advisory firm established in 2009, that has secured industry experienced, investor backing, to undertake continued growth.
Trainee Financial Advisor Requirements
Trainee Financial Advisor Benefits
Call us now on 0208 0044 154 or click Apply
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