Financial Services Trainee

4 weeks ago

StratforduponAvon, Warwickshire, United Kingdom Regal Brooke Limited Full time

Unlock your potential in the financial services industry with Regal Brooke Limited as a Trainee Financial Advisor.

Our dynamic team is seeking enthusiastic individuals to join our nationwide offices and embark on a rewarding career in finance. As a Trainee Financial Advisor, you will engage in a comprehensive training program designed to equip you with the knowledge and skills required to excel in the financial advisory field.

Key Responsibilities:

• Training and Development: Participate in a structured training program to gain expertise in investment products, financial planning strategies, risk assessment, and client relationship management.

• Client Support: Collaborate with experienced financial advisors to provide exceptional support to clients, analysing portfolios, conducting research, and preparing financial reports.

• Relationship Building: Foster strong relationships with clients by actively engaging with them, understanding their financial aspirations, and providing personalized advice.

• Market Research: Stay up-to-date with industry trends, market conditions, and regulatory changes that may impact clients' investments.

• Compliance and Ethics: Adhere to regulatory guidelines and maintain the highest ethical standards when dealing with clients' financial information.

Requirements:

• Bachelor's degree in Finance, Business, Economics, or related field (or in the final year of study)

• Passion for finance and investment management

• Strong analytical and problem-solving skills

• Excellent communication and interpersonal skills

• Ability to work effectively in a team-oriented environment

• Demonstrated self-motivation and eagerness to learn

• Ethical mindset and commitment to maintaining client confidentiality

• Flexibility to work in various office locations nationwide

Benefits:

• Comprehensive training program to enhance your financial knowledge and skills

• Mentorship from experienced financial advisors to guide your professional growth

• Competitive salary and performance-based incentives

• Opportunities for career advancement and specialisation in specific financial areas

• Access to a wide range of investment products and resources

• Collaborative and supportive work environment

• Health insurance and retirement benefits

• Nationwide office locations for diverse work experiences

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