Trainee Financial Adviser

3 weeks ago

StokeonTrent, United Kingdom CAPIO RECRUITMENT LIMITED Full time

**Job Title: Trainee Financial Adviser**

**Location: Stoke-on-Trent**

**Salary: £26,000 - £28,000**

**The Company**:
The opportunity to join a National Wealth Management firm who offer financial advice to families, Companies and high net worth individuals. Their friendly and helpful approach is highlighted by their outstanding client retention rate. They are looking foran enthusiastic, hardworking individual who is looking to join their friendly team in their Stoke-on-Trent Office.

This role is a fantastic opportunity for someone looking to kick start their career path towards becoming a financial adviser by shadowing and learning from their experienced advisers, as well as developing your technical knowledge. Full exam support isprovided.

**Responsibilities**:

- Attend client meetings with the Advisers
- Updating files and systems after client meetings
- Assisting the advisors with research and presenting financial
- Develop technical knowledge by taking relevant exams towards Level 4 Diploma in Regulated Financial Planning
- Assisting Advisors with all aspects of the advice process

**The Required Skills**:

- Ability to manage own workload and work within a team
- Excellent communication skills
- Willingness to undertake industry relevant qualifications and study
- Degree level qualification or equivalent.
- Industry relevant exams desirable but not essential
- Previous experience working within financial services is desirable

To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.

**Synonyms**:_Trainee Financial Adviser, Financial Advisor, Wealth Management Adviser, Trainee Wealth Planner_

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