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Financial Adviser Trainee

2 months ago


StratforduponAvon, Warwickshire, United Kingdom Financial Divisions Full time
Join Our Team as a Graduate Trainee in Private Client Wealth Management

We are seeking a highly motivated and ambitious Graduate to join our team as a Trainee Financial Adviser in Private Client Wealth Management. As a Graduate Trainee, you will have the opportunity to gain valuable experience and develop your skills in a dynamic and supportive environment.

About the Role:

  • Provide financial advice to private individuals on investments, pensions, protection, wills, trusts, and estate planning.
  • Work closely with experienced Financial Advisers to develop your skills and knowledge.
  • Gain exposure to technical paraplanners, financial advisers, and their clients.
  • Develop a structured training program to introduce you to the complex but interesting financial admin support role.

About Our Client:

Our client is a leading Chartered Financial Planning firm with over 10 years of experience in the industry. They have a strong reputation for providing excellent service and have a proven track record of success.

What We Offer:

  • A competitive salary and benefits package.
  • Full on-the-job training and professional qualifications.
  • A structured career path with opportunities for advancement.
  • A dynamic and supportive work environment.

Requirements:

  • A degree in any subject.
  • Excellent communication and interpersonal skills.
  • A strong desire to learn and develop your skills.
  • A willingness to work in a fast-paced environment.

How to Apply:

If you are a motivated and ambitious Graduate looking for a challenging and rewarding role, please submit your application. We look forward to hearing from you.