Financial Services Trainee

7 days ago


York, York City, United Kingdom YorWealth Ltd Full time
Job Description

We are seeking a highly motivated and ambitious individual to join our team at YorWealth Ltd as an Apprentice Financial Adviser.

The role offers a supported pathway to becoming a fully qualified financial adviser, with opportunities to develop a wide range of skills and knowledge.

Key Responsibilities:

  • Assist in all aspects of the advisory process, including administrative tasks, report writing, and research.
  • Progress through relevant qualifications to become a qualified adviser.
  • Develop a deep understanding of financial services and products.
  • Work collaboratively with our team to deliver exceptional client service.

Requirements:

  • Strong communication and interpersonal skills.
  • Ability to learn and adapt quickly.
  • Passion for financial services and a desire to succeed.

About YorWealth Ltd:

We are a dynamic and growing company dedicated to providing exceptional financial services to our clients. Our team is passionate about helping individuals and businesses achieve their financial goals.



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