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Trainee Financial Advisor

2 months ago

Stockport, Stockport, United Kingdom LUCIEG CONSULTING LIMITED Full time

Compensation and Benefits:

  • Salary:£23,000.00-£26,000.00 per year
  • Additional Pay: Performance-based bonuses
  • Benefits: Company pension, life insurance, employee mentoring program, free on-site parking, sick pay, and company events
  • Schedule: Monday to Friday, 8-hour shifts, no weekends

We are seeking a motivated Trainee Financial Advisor to join our team at LUCIEG CONSULTING LIMITED in the debt resolution sector. This full-time role offers an excellent opportunity for individuals looking to start or advance their career in a dynamic and growing industry. Based in a supportive and vibrant work environment, you will be a key player in guiding clients through the process of setting up Individual Voluntary Arrangements (IVAs).

As a Trainee Financial Advisor, your primary responsibility will be to engage with potential clients, understanding their financial situations, and advising them on suitable debt solutions, including IVAs. You will receive comprehensive training to develop your knowledge and skills, allowing you to confidently guide clients toward financial stability.

Your duties as a Trainee Financial Advisor will include:

  • Conducting initial consultations with clients to assess their financial situations
  • Advising clients on the IVA process and other debt solutions available to them
  • Gathering and verifying client information and documentation
  • Working closely with the IVA drafting and case management teams to ensure smooth processing
  • Maintaining accurate and up-to-date records of client interactions and progress

The ideal Trainee Financial Advisor will have:

  • Strong communication and interpersonal skills
  • A proactive and empathetic approach to client interactions
  • A keen interest in financial solutions and helping clients achieve debt relief
  • The ability to work effectively as part of a team

In return for your efforts, you will receive a competitive salary, comprehensive training, and the opportunity to grow within the company. If you're eager to start a rewarding career as a Trainee Financial Advisor, we encourage you to apply.

Position Details:

  • Job Type: Full-time, Permanent
  • Location: In person, on-site
  • Experience: No prior experience required; training provided