Financial Adviser Trainee

3 weeks ago


Banstead, Surrey, United Kingdom Antony George Recruitment Full time

Job Title: Trainee Financial Adviser

Company: Antony George Recruitment

Location: Flexible

Job Type: Full-time

Industry: Financial Services

Are you looking to start a career in financial services and become a fully qualified Financial Adviser? We are seeking a Trainee Financial Adviser to join our team and support our experienced advisers in delivering exceptional client service.

About the Role:

  • Support experienced advisers in meeting with clients to discuss their financial plans and goals
  • Assist with gathering policy information and updating client records
  • Help with projects such as Mifid annual reviews and client campaigns
  • Contribute to the preparation of client reports and suitability reviews
  • Develop relationships with clients and identify opportunities for business growth

Requirements:

  • Relevant qualifications or experience in financial services
  • Strong communication and interpersonal skills
  • Ability to work in a team and build strong relationships with clients
  • Basic knowledge of financial products and services
  • Ability to learn and develop skills quickly

What We Offer:

  • Fast-track career progression to become a fully qualified Financial Adviser
  • Competitive salary and benefits package
  • Opportunities for professional development and training
  • A supportive and dynamic team environment


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