Graduate Trainee Financial Advisor

7 days ago


Sunderland, Sunderland, United Kingdom Robinson Financial Careers Full time
About the Role

We are seeking a driven and ambitious individual to join our Graduate Trainee Financial Advisor program at Robinson Financial Careers. As a Graduate Trainee Financial Advisor, you will have the opportunity to develop your skills and knowledge in the financial services industry, working with a dynamic and established team.

Key Responsibilities
  • Develop a strong understanding of the financial services industry and the role of a financial advisor.
  • Manage adviser platform subscriptions and handle inbound enquiries from prospective clients.
  • Arrange qualified appointments for advisers across the country.
  • Build and maintain relationships with advisers and introducers.
  • Contribute to the development of systems and processes to enhance the client experience.
  • Promote customer programs to the wider community and support marketing activity.
Professional Development

As a Graduate Trainee Financial Advisor, you will have the opportunity to complete industry-recognized certifications and develop the key attributes, qualifications, and experience required to be a successful financial advisor.

Benefits
  • Competitive compensation package dependent on skills and experience.
  • 25 days annual leave.
  • Auto enrolment pension.
  • Training and support towards industry-recognized certifications.
  • Death in Service.
  • Cycle to work scheme.


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