Financial Career Starter

2 days ago


St Albans, Hertfordshire, United Kingdom GCB Recruitment Full time

GCB Recruitment presents a unique chance for individuals to embark on a structured career path in finance with our client's Trainee Financial Advisor Programme.

This role offers a supportive environment where you will gain hands-on experience, building essential knowledge in financial products, investment strategies, and client relationship management. As a trainee advisor, you will work alongside experienced professionals, enhancing your skills in areas like cashflow planning, effective questioning, and client meetings.

Upon successful completion of a 12-week probation period, you will begin a tailored exam schedule, guiding you step-by-step toward the qualifications needed for an advisory role.

The salary package includes a bonus structure and a competitive salary, estimated at around £25,000 - £30,000 per annum, depending on location and experience.

Key responsibilities include making appointments with clients and prospective clients, researching investment systems, preparing client annual reviews and follow-ups, and performing administrative and compliance duties.

To succeed in this role, you should possess strong written and verbal communication skills, organisational and planning abilities, financial market and funds knowledge, and experience in a similar environment. A university degree in Business or Finance is highly desirable.


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