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Financial Advisor Trainee

2 months ago

StratforduponAvon, Warwickshire, United Kingdom Financial Divisions Full time

Job Summary

We are seeking a highly motivated and ambitious individual to join our team as a Financial Advisor Trainee within our Private Client Wealth Management division. As a Graduate Trainee, you will have the opportunity to develop your skills and knowledge in a dynamic and supportive environment.

About the Role

This is an excellent opportunity for a Graduate who is looking to start their career in Private Client Wealth Management. You will be working with a Chartered Financial Planning firm that provides financial advice to private individuals on investments, pensions, protection, wills, trusts, and estate planning.

Key Responsibilities

  • Assist in the provision of financial advice to private clients
  • Support the development of financial plans and strategies
  • Contribute to the growth and success of the Private Client Wealth Management division

What We Offer

We offer a comprehensive training program that will enable you to gain your level 4 Diploma in Regulated Financial Planning. You will be mentored by a highly successful Financial Adviser who will guide you through your career development.

Requirements

To be successful in this role, you will need to have a strong academic background and excellent communication skills. You will also need to be able to work in a team environment and be willing to learn and develop your skills.