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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 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 providing financial advice to private clients
  • Support the development of financial plans and strategies
  • Conduct research and analysis to inform financial decisions
  • Build relationships with clients and colleagues

What We Offer

We offer a comprehensive training program that will equip you with the skills and knowledge needed to succeed in this role. You will have the opportunity to gain a Level 4 Diploma in Regulated Financial Planning and work towards becoming a fully qualified Financial Advisor.

About Our Client

Our client is a well-established and respected firm in the financial services industry. They have a strong reputation for providing high-quality advice and service to their clients.

Requirements

  • Graduate degree in a relevant field
  • Strong communication and interpersonal skills
  • Ability to work in a team environment
  • Basic knowledge of financial products and services

What to Expect

You can expect a dynamic and supportive work environment, with opportunities for professional development and growth. You will be working with a talented team of professionals who are passionate about delivering exceptional service to our clients.