Financial Advisor Trainee Role

3 weeks ago


Chelmsford, Essex, United Kingdom Find Apprenticeships Full time

Career Development Opportunity

We have a unique opportunity for a motivated individual to join our team as a Trainee Financial Advisor. As a Trainee Financial Advisor, you'll play a key role in supporting our clients and developing your skills in financial advice.

This is a fantastic opportunity to learn and grow within the financial services industry. You'll work closely with experienced advisers to develop your knowledge and skills in areas such as cash flow planning, effective questioning, and client meetings.

We're offering a competitive salary package for this role, which includes a base salary of £33,000 per annum, plus bonus structure. The working hours are Monday – Friday, and you can work from the office or home-based dependent on location.

To succeed in this Trainee Financial Advisor role, you'll need excellent written and verbal communication skills, attention to detail, organisational and planning skills, financial market and funds knowledge, and experience in a similar environment.

You'll be responsible for a range of tasks, including making appointments with clients and prospective clients, researching investment systems, preparing client annual reviews and follow-ups, analysing portfolios and funds, and undertaking administrative and compliance duties.



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