Trainee Financial Advisor

7 months ago

Hook, United Kingdom Templegate Full time

**Job Title**: Trainee Financial Adviser

**Location**: Hampshire

**Benefits**: Competitive Salary, Pension, Death in Service, Income Protection, Private Medical, ~ 26 days plus bank holidays, Exams Fully Funded, Parking.

**Salary**: £28,000 to £45,000 depending on qualifications and experience

**About the Company**:
This Prestigious and excellent reputable firm has a lot to offer the right person. Support is given and they help you grow and progress with your career, they offer professional approach to Wealth Planning Advice and are looking for a talented individual to join their team.

**What Your Day to Day Duties Will Include**:

- Participate in a structured training program covering various aspects of financial planning, investment strategies, retirement planning, insurance, and more.
- Learn to analyse clients' financial situations and goals to provide personalized recommendations and strategies.
- Assist senior advisors in preparing and delivering financial plans and presentations to clients.
- Engage in client relationship management and communication to build strong, lasting connections.
- Stay informed about market trends, economic developments, and financial products to better serve clients' needs.
- Collaborate with a team of experienced professionals to enhance your skills and contribute to the company's success.

**What is Needed to Be Considered**:

- Willingness to undertake study.
- Ability to manage own workload and work within a small team
- Knowledge of business processes, standards, policies and procedures
- Experience within the Financial Services Industry
- Exceptional communication skills at all levels
- Excellent organisational skills Knowledge of Microsoft Word, Excel, Outlook and ideally 7IM and Transact.
- To work towards attaining a Level 4 qualification if not already qualified.
- Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for_

**Job Types**: Full-time, Permanent

**Salary**: £28,000.00-£45,000.00 per year

**Benefits**:

- Company car
- Company pension

Schedule:

- Monday to Friday

Ability to commute/relocate:

- RG27 9HA: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Paraplanning: 1 year (preferred)

Work Location: In person

Reference ID: 1593

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