This employed Trainee Financial Advisor job in Royal Wootton Bassett provides opportunity to a Diploma qualified individual to step up into becoming a Financial Advisor.
Upon joining, you would be enrolled onto a 3-month Academy course to learn how to effectively operate as a Financial Advisor. This will provide you with excellent preparation to be successful in your role as a Financial Advisor.
Once ready, you will be provided with existing clients for you to service. In addition to reviewing their existing portfolio, you should look to identify new opportunities or generate referrals.
The firm provide financial advice on all aspects of wealth management ranging from simple savings / investments to the more complex areas of pensions, inheritance tax and corporate planning.
Trainee Financial Advisor Requirements
A highly professional Wealth Management practice with a loyal team of Financial Advisors and support staff. The business continues to grow and work closely together.
Trainee Financial Advisor Benefits
Call us now on 0208 0044 154 or click Apply
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