Trainee Adviser
3 weeks ago
**Location**
**Salary**
**Posted on**
**Reference**
**Benefits**
Sheffield
£22000
05/05/2023
NJR13693
plus bonus
DESCRIPTION
Trainee Financial Advisor
Location: Sheffield
NJR are delighted to be recruiting for a leading financial planning firm who have over 100 years of combined experience in providing bespoke advice to their clients. Working from their office in central Sheffield, they have a fantastic opportunity for those looking to start their career as a financial adviser.
This role is designed to support and guide employees through to being fully fledged advisers, providing full exam support and on the job training to ensure that they become successful financial planners.
What's in it for you?
Several bonus structures
Full training and exam support
Monday - Friday 9-5pm
23 days holiday + Bank holidays
Enhanced Pension scheme
Private medical care
Several team events throughout the year
The main purpose of this role is to train to be a full financial adviser and learn all aspects of the financial planning industry as you work towards CAS Status. Daily duties will include
Providing admin support to existing advisers
Learn how to write suitability reports ensuring that they are accurate and detailed
Keeping up-to-date with new product, technical or legislative changes within the marketplace
Shadowing existing advisers to learn how to interact with clients
Comply at all times with the Compliance and T&C procedures of the firm and industry
What we need from you:
A desire to want to work towards being a financial adviser
Excellent attention to detail and a high level of accuracy
Genuine ambition and a proactive attitude
Those with a Finance related degree would be of benefit, but not essential
Those with a competitive nature, like those from a sporting background have proven successful in the past
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