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Trainee Financial Advisor
2 months ago
Job Title: Trainee Financial Advisor
Industry: Financial Services
Location: Worcester
Salary: up to £45,000 (negotiable dependent on experience and qualifications)
Job Description:
Recruit UK is seeking a Trainee Financial Advisor to join a reputable local company in Worcester. This is an excellent opportunity for an individual to gain quality client-facing experience and develop their skills in financial advice.
This role will involve shadowing an experienced advisor, developing advice skills, and sitting in on client meetings. The successful candidate will have the opportunity to work with a successful and reputable company, providing ongoing quality advice and servicing to clients.
Key Responsibilities:
- Shadow an experienced advisor to develop advice skills
- Sit in on client meetings to gain experience
- Develop relationships with existing clients
- Provide ongoing quality advice and servicing to clients
Requirements:
- Working in a financial planning firm or as a junior advisor
- Level 4 Diploma (or near completion)
- Excellent communication skills, both verbal and literate
- Relationship building skills
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections to the financial services industry. We have a reach of more than 100,000 financial services connections and are committed to providing a holistic approach to career happiness.
Our Commitment to You:
- Start every journey with a conversation to find out about you in depth
- Provide honest feedback on where you fit in the jobs market
- Use our network across the financial world to match you to your perfect position
- Take a holistic mindfulness approach to career happiness
- Cover the whole of the UK with a local touch through our regional teams
- Never pester you
What's in it for you:
- Basic salary up to £45,000 (increase negotiable dependent on skills, qualifications, and experience)
- Offices in the centre of Worcester
- Allocated clients to service
- 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
