Financial Services Trainee
7 days ago
Job Title: Trainee Financial Advisor
Industry: Financial Services
Location: Worcester
Salary: up to £45,000 (negotiable dependent on experience and qualifications)
Job Description:
Company Overview: Recruit UK is a specialist recruitment agency in the financial services sector, providing unique expertise and connections to match candidates with their ideal positions.
Job Summary: We are seeking a Trainee Financial Advisor to join our client's team in Worcester. As a Trainee Financial Advisor, you will have the opportunity to gain quality client-facing experience and develop your skills in financial advice.
Key Responsibilities:
- Shadow an experienced financial advisor to gain a deep understanding of the advice process and client service.
- Develop your advice skills by sitting in on client meetings, taking notes, and following up on the advice process.
- Work towards providing ongoing quality advice, servicing, and building relationships with existing clients.
- Be allocated clients to manage and service over time.
What We Offer:
- Basic salary up to £45,000 (increase negotiable dependent on skills, qualifications, and experience)
- Offices in the centre of Worcester
- Generous bonus scheme
- 25 days holiday plus bank holidays
- Flexible working (home or office or client meetings) dependent on your working week
- DIS
- Auto enrolment pension
Requirements:
- Working in a financial planning firm either as back office support or as a junior adviser
- Those seeking a step into financial advice and a long-term career move
- Level 4 Diploma (or near completion)
- Excellent communication skills, both verbal and literate
- Relationship building skills
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