Financial Services Trainee

7 days ago

Wakefield, Wakefield, United Kingdom O'loughlin Recruitment Ltd Full time
Financial Advisor Trainee Opportunity

O'loughlin Recruitment Ltd is seeking a highly motivated and ambitious individual to join our client's team as a Trainee Financial Advisor. As a Trainee Financial Advisor, you will play a key role in providing exceptional customer service and delivering high-quality financial advice to clients.

Key Responsibilities:
  • Attend regular meetings with the technical team and colleagues to ensure seamless communication and collaboration.
  • Deliver efficient remote financial advice to clients, utilizing your strong communication skills and technical knowledge.
  • Act in a professional manner at all times, adhering to the FCA Code of Conduct for company representatives.
  • Complete all documentation required by the business, ensuring accuracy and attention to detail.
Requirements:
  • Ability to build and maintain strong customer relationships, demonstrating a professional approach and drive to succeed.
  • Strong communication skills, with the ability to work effectively with colleagues and clients.
  • Working knowledge of computer systems, with a willingness to learn and adapt to new technologies.
  • Minimum Level 4 qualification in Financial Advice, with Chartered qualification preferred.

Please note that our client is an equal opportunities employer and adheres to all relevant legislation, offering services regardless of age, race, sex, disability, or religious belief.

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