Trainee Financial Advisor
3 weeks ago
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 years 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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