Trainee Financial Advisor Opportunity

4 weeks ago


London, Greater London, United Kingdom Salisbury Financial Services Full time

We are an equal opportunities employer promoting diversity and inclusivity. Our interview selection process is free from discrimination, and we welcome applications from individuals who share our values.

We are seeking a Trainee Financial Advisor to join our team in Gerrards Cross. As an administrator, you will be responsible for providing support to our advisory and technical team.

Your duties will include data entry, record keeping, and obtaining illustrations, key features documentation, and fund factsheets from Platforms/Providers. You will also be required to update client policy records and monitor new business applications.

The salary for this role is approximately £25,500 per annum, and we offer a range of benefits including a competitive salary, workplace pension, healthcare, and annual holiday allowance.



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