Job Details

Job description

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

• You must hold full Level 4 Diploma in Financial Planning or equivalent
• You should be ready to take step up to becoming a Financial Advisor
• You should be within 30 minutes of either their office in Royal Wootton Bassett or Fleet
• You should be motivated to join a company for the long term

The Company

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

• Salary of £25,000 - £30,000
• Plus company benefits
• Working hours of 9am – 5pm with flexibility (TOIL) to work evenings and weekends to meet needs of clients
• Working from their office
• Supportive team environment with opportunity to share positive ideas between fellow Financial Advisors

Locations

• Royal Wootton Bassett
• Fleet

Call us now on 0208 0044 154 or click Apply

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