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Financial Advisor

2 months ago

Bishop's Stortford, Hertfordshire, United Kingdom St. James's Place Full time
About the Role

We are seeking a highly motivated and ambitious individual to join our team as a Trainee Financial Advisor. As a Trainee Financial Advisor, you will be responsible for providing expert financial advice to clients, understanding their financial situations, and developing personalized financial plans aligned to their individual goals.

Key Responsibilities
  • Provide bespoke and expert financial advice to clients
  • Understand clients' financial situations and develop personalized financial plans
  • Develop strong relationships with clients and provide ongoing support
  • Stay up-to-date with industry developments and best practices
Requirements
  • Professional and part-qualified Financial Advisors
  • Caring and curious - a natural relationship builder
  • Empathetic individual with strong listening skills
  • Attention to detail
  • Open-minded with a desire to be continuously learning
What We Offer
  • Ongoing learning and development for experienced advisers
  • Career advancement - opportunity to join a fast-growing, highly reputable and well-regarded business
  • Client bank
  • Networking and marketing support and opportunities to develop own client base
  • Mentoring by experienced advisor
  • Option for employed, salaried or self-employed roles
Qualifications
  • Proven experience as a Financial Advisor or Financial Services experience in related roles
  • Strong knowledge of financial products, investment strategies, and financial planning
  • Excellent communication and interpersonal skills
  • Ability to analyze complex financial information and provide accurate recommendations
  • Proficiency in financial software and tools
  • Certification - Level 4 Diploma (CII, LIBF, CISI etc) is preferred or part-qualified