Trainee Financial Adviser
4 weeks ago
My client is a leading Investment Management & Financial Planning firm based in Central Sheffield, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning.
We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified with their Diploma in Financial Advice / Planning and looking to take their first step into Advice.
Specific duties will include:
- Meet potential new clients to ascertain their current and future financial planning needs
- Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures
- Introduce clients to the wider support team of the business
- Maintain the existing HNW client book and retain excisting clients
- Building and maintaining a strong network of professional connections
- Identify and make suggestions to the Investment propositions and make recommendations
Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades.
A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
**Salary**: £30,000.00-£40,000.00 per year
Work Location: In person
Reference ID: SH-TRAFA1
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