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Financial Planning Trainee

2 months ago

Bristol, Bristol, United Kingdom The Oakfield Group Full time
Trainee Financial Adviser Opportunity

Our client, The Oakfield Group, is a leading financial advisory firm dedicated to empowering clients to make informed financial decisions. They offer a comprehensive range of services tailored to meet the unique needs and goals of each individual and business they serve.

About the Role

This is an excellent opportunity for individuals who are passionate about finance and eager to embark on a rewarding career in financial advice. As a Trainee Financial Adviser, you will assist senior financial advisers in providing tailored financial advice to clients, conduct research and analysis on financial products, market trends, and investment opportunities, and prepare financial reports, plans, and recommendations for clients.

Key Responsibilities
  • Assist senior financial advisers in providing financial advice to clients
  • Conduct research and analysis on financial products, market trends, and investment opportunities
  • Prepare financial reports, plans, and recommendations for clients
  • Collaborate with team members to develop and implement financial strategies
Requirements
  • Diploma in financial planning (required)
What We Offer

Comprehensive training, support, and mentorship from experienced financial services experts. Opportunity for career growth and advancement within the company. A training programme that works, it's tried and tested.

How to Apply

Interested candidates are invited to submit their resume and cover letter detailing their qualifications and interest in the Trainee Financial Adviser position.