Trainee Financial Planning Consultant

2 weeks ago


Bromsgrove Worcestershire, United Kingdom Premier Jobs UK Full time €30,000 - €35,000

This employed, Desk Based 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. As a Financial Adviser, you will conduct in-depth annual reviews of their clients’ financial circumstances, reviewing their current arrangements and identifying future objectives. Desk Based 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

* Training and Development

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

Desk Based Financial Adviser Benefits

* 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



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