Financial Planning Trainee
4 days ago
We are seeking a motivated and ambitious individual to join our team as a Trainee Financial Adviser. As a Trainee Financial Adviser, you will work closely with our senior members of staff to gain a comprehensive understanding of the financial planning process and develop the skills and knowledge required to become a successful financial planner.
Key Responsibilities:- Assist senior members of staff in providing financial planning advice to clients
- Develop and maintain relationships with clients to understand their financial goals and objectives
- Conduct research and analysis to identify potential financial planning opportunities
- Collaborate with colleagues to develop and implement financial planning strategies
- Started financial planning qualifications
- Experience working in the financial services sector
- Strong communication and interpersonal skills
- Ability to work in a team environment
We are committed to creating an inclusive and equitable work environment where everyone can thrive. If you are passionate about a career in financial planning and are looking for a challenging and rewarding role, please click apply to submit your application.
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Financial Planning Trainee
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Financial Planning Trainee
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Bristol, Bristol, United Kingdom IDEX Consulting Full timeFinancial Planning Trainee Role **About the Role** We are seeking a highly motivated and ambitious individual to join our team as a Financial Planning Trainee. As a Trainee Financial Advisor, you will work closely with our senior members of staff to gain a comprehensive understanding of the financial planning process and develop the skills necessary to...
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