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Financial Services Professional

2 months ago


Sunderland, Sunderland, United Kingdom Robinson Financial Careers Full time
{"title": "Career Opportunities in Financial Services", "content": "Overview

Robinson Financial Careers is seeking a driven individual to join our graduate program as a Trainee Financial Adviser. This role offers a comprehensive schedule of training and development, with a focus on achieving Chartered Financial Planner status.

Key Responsibilities
  • Understand the key business units within the group and develop relationships with advisers and introducers.
  • Manage adviser platform subscriptions and handle inbound enquiries from prospective clients.
  • Arrange qualified appointments for advisers and contribute to the development of systems and processes to enhance the client journey.
  • Promote customer programs to the wider community and support marketing activity.
Professional Development

The successful candidate will have the opportunity to complete industry-recognized certifications, including the Diploma in Regulated Financial Planning. They will also receive 1:1 support from an experienced mentor and be considered for a field-based Independent Financial Adviser role after a successful period within the company.

Benefits
  • Competitive compensation package
  • 25 days annual leave
  • Auto-enrolment pension
  • Training and support towards industry-recognized certifications
  • Death in Service
  • Cycle to work scheme

Robinson Financial Careers is committed to providing a supportive and dynamic work environment that fosters professional growth and development. If you are a motivated and ambitious individual looking to launch your career in financial services, we encourage you to apply for this exciting opportunity.", "format": "html"}