Graduate/Trainee Financial Adviser
3 weeks ago
Fortress Wealth Partnership are seeking a full-time trainee financial adviser to support our current advice team whilst developing their own skills to become an adviser in the future.
Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants.
This is an ideal opportunity for someone looking for an entry level job, gaining exposure and learning on the job within one of the most successful St James’s Place partner practices.
Core responsibilities
Working one on one with our existing advisers, carrying out a range of duties throughout the full advice process including:
- Liaising with clients and third parties
- Preparing relevant compliance documents
- Analysing recommendations for new plans and existing client holdings
- Ensure appropriate data is accurately recorded within the CRM systems used and updated in line within our company processes.
- Passing industry relevant exams alongside workload.
Key attributes
- Personable
- Excellent written and verbal communication skills
- Desire to provide high standard of service to our clients
- Ability to work in a team whilst managing your own time and workload
- A keen interest in personal finance and investments
- Ability to work under pressure and time constraints
- Commitment to continued professional development
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