Trainee Financial Advisor

2 weeks ago


City of London, United Kingdom Heat Recruitment Full time

**Salary (Basic) £24,000 / OTE £35,000+**

We are looking for a Trainee Financial Advisor to join a well-established firm of Financial Planners based in the heart of the City close to Moorgate

You will demonstrate high levels of proactivity and a willingness to pick up the phone to generate New Business. In return, my Client is willing to provide study support towards your Diploma.

No previous experience is necessary, the company are happy to speak to recent Graduates or those looking for a change in career.

We are specifically looking for individuals who are proactive self starters. Your initial role while you are training and studying will be mainly prospecting and and arranging meetings for the Senior Financial Advisors. For this my Client will provide a monthlybonus of £300-£900 dependant on performance.

No previous Financial Planning experience required, just a "go-getter" attitude and a willingness to learn and develop
KEY SKILLS
- Excellent telephone mannerism
- Positive attitude towards learning and development
- A willingness to achieve your Level 4 Diploma, enabling you to give Financial Advice
- The ability to network and establish relationships with clients
- Negotiation and influencing skills as well as determination and tenacity
- The ability to work in a team
- Time management skills
- Self-motivation and organisation


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