Trainee Financial Advisor

2 weeks ago

Farnham, United Kingdom Profiles Personnel Full time

**TRAINEE FINANCIAL ADVISOR**

If this sounds like you then read on

Due to exceptional business growth a new opening has arisen for a well educated Trainee Financial Advisor to join a Financial Planning and Investment company. This locally based organisation has not only building a reputation of putting their clients at the very heart of what they do but also being a hugely supportive and collaborative team. You will find yourself providing Financial Advisors with first class administrative support within set deadlines.

Salary £24-26K depending on experience plus benefits which include being part of an Employee Ownership Trust and quarterly incentives

Key responsibilities for the Trainee Financial Advisor include,
- Under supervision, attend client meetings
- Draft accurate notes, asset statements and cashflow analysis
- Follow company procedures on compliance, new business records and contact history

The ideal Trainee Financial Advisor will need,
- A degree or equivalent in Business, Finance, Economics, Law or similar and specifically looking to progress a career within the world of Financial Services
- Be well-presented with professional verbal/written communication skills
- Be process driven with meticulous attention to detail
- Ability to complete work in a timely manner and to deadlines
- Ability to listen, analyse and make sound judgements on information
- Ability to establish rapport with clients, colleagues and 3rd parties

In return you will find yourself being part of a fun, hard-working team where you will benefit from a well developed mentoring and training programme designed to get the best out of you. Plus you can expect excellent benefits which include being part of an Employee Ownership Trust and quarterly incentives.

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

**Salary**: £24,000.00-£26,000.00 per year

**Benefits**:

- Casual dress
- Company events
- Company pension
- Cycle to work scheme
- Employee stock ownership plan

Schedule:

- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus scheme

Work Location: In person

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