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Financial Services Professional

2 months ago

Midlothian, United Kingdom Regal Brooke Limited Full time
Trainee Financial Advisor

Regal Brooke Limited is seeking a talented and ambitious individual to join our team as a Trainee Financial Advisor. This is an exceptional opportunity to embark on a rewarding career in the financial services industry, with comprehensive training and development to equip you with the knowledge and skills required to excel in the field.

Key Responsibilities:
  • Training and Development: Engage in a comprehensive training program to gain a deep understanding of investment products, financial planning strategies, risk assessment, and client relationship management.
  • Client Support: Collaborate with experienced financial advisors to provide exceptional support to clients, assisting in analysing client portfolios, conducting research, and preparing financial reports.
  • Relationship Building: Cultivate strong relationships with clients by actively engaging with them, understanding their financial aspirations, and providing personalised 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