Financial Adviser Trainee
3 weeks ago
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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