Apprentice Financial Advisor

2 days ago


York, York City, United Kingdom YorWealth Ltd Full time
Join Our Team as an Apprentice Financial Adviser

We are seeking a motivated and ambitious individual to join our team as an Apprentice Financial Adviser. This is a fantastic opportunity to develop your skills and knowledge in the financial services industry.

About the Role

The role will involve working closely with our experienced team to gain a comprehensive understanding of the financial advisory process. You will be responsible for assisting with administrative tasks, report writing, and research, while also progressing through the relevant qualifications needed to become a qualified adviser.

Key Responsibilities
  • Assist with administrative tasks, including data entry and document preparation
  • Conduct research and gather information to support the advisory process
  • Write reports and present findings to the team
  • Develop skills and knowledge in financial planning and advisory
What We Offer

We offer a supportive and dynamic work environment, with opportunities for professional development and growth. Our team is committed to helping you achieve your career goals and become a successful financial adviser.

For more information, please see the full job details below:

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