Trainee Financial Advisor

5 months ago


Coalville, United Kingdom Bowden Financial Consultancy Ltd Full time

Job Overview:
**Responsibilities**:

- Offer financial advice on investment opportunities, retirement planning, Mortgages, Life Insurance and risk management
- Develop customized financial plans based on clients' goals and risk tolerance
- Monitor financial market trends to ensure clients' portfolios are aligned with their objectives
- Assist clients in obtaining a mortgage, from initial contact with the firm through to completion of the house purchase
- Assess and recommend appropriate life and health insurance for clients
- Educate clients on various investment options and potential risks
- Assist clients in understanding complex financial products and services
- Conduct regular reviews of clients' portfolios to assess performance and make necessary adjustments

**Requirements**:

- Financial Planner Certification preferred but not essential
- Knowledge of financial services and products
- Excellent communication and interpersonal skills
- Ability to analyse complex financial information and provide recommendations
- Experience in financial planning or advisory role is a plus

Pay: £18,000.00-£25,000.00 per year

**Benefits**:

- Company pension
- On-site parking
- Work from home

Schedule:

- Flexitime

Supplemental pay types:

- Commission pay

Work Location: In person

Reference ID: BFC



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