Trainee Financial Adviser
2 weeks ago
**About us**
Foresight Financial Planning is a boutique financial planning business based in Exeter.
Since 1997 we have been assisting clients in making good decisions in all areas of their financial planning, from investments and savings to mortgages, pensions and tax planning. Many of our clients or their families have been with us since the start, which is a testament to the strong and trusted relationships we form.
Trainee Financial Adviser
Previous industry experience essential.
**Duties**:
- Working alongside the managing director to meet client needs, including face-to-face meetings
- Conducting research on investment products and strategies
- Analysing client information and preparing reports
- Collaborating with other team members to ensure client needs are met
**Skills**:
- Excellent analytical and problem-solving skills
- Strong attention to detail and accuracy
- Proficient in financial planning software and tools
- Knowledge of investment products and strategies
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Strong organisational skills and ability to prioritise tasks
If you are a detail-oriented individual with a passion for finance and helping clients achieve their financial goals, we would love to hear from you. This is an excellent opportunity to join a highly skilled team and grow your career in financial services.
**Job Types**: Full-time, Permanent
Pay: £20,000.00-£27,500.00 per year
**Benefits**:
- Company pension
- Cycle to work scheme
- Financial planning services
- Private medical insurance
Schedule:
- Monday to Friday
- No weekends
Supplemental pay types:
- Bonus scheme
- Quarterly bonus
- Yearly bonus
Ability to commute/relocate:
- Exeter: reliably commute or plan to relocate before starting work (required)
**Experience**:
- Financial services: 2 years (required)
Work Location: In person
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