Entry-Level Financial Adviser Position

2 days ago


Winchester, Hampshire, United Kingdom GCB Recruitment Full time

GCB Recruitment is seeking an entry-level financial adviser to join our team. This role offers a comprehensive training programme designed to equip you with the necessary skills and knowledge to succeed in the financial services industry.

As a Trainee Financial Advisor, you will be responsible for making appointments with clients and prospective clients, researching investment systems, and preparing client annual reviews. You will also work on administrative duties, such as preparing suitability reports and updating client records.

The estimated annual salary for this position is around £22,000-£27,000 depending on experience and location. In addition to a competitive salary, we offer a bonus structure and opportunities for professional development.

This role requires strong analytical and problem-solving skills, as well as excellent communication and organisational skills. Proficiency in Microsoft Office is essential, and a relevant degree is desirable but not necessary.



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