Career Kickstart in Finance

1 day ago


Winchester, Hampshire, United Kingdom GCB Recruitment Full time

GCB Recruitment is seeking a Trainee Financial Advisor to kickstart their career in finance. This role offers a structured pathway to becoming a successful independent financial adviser.

This support administrator position provides hands-on experience and essential knowledge in financial products, investment strategies, and client relationship management.

As a Trainee Financial Advisor, you will gain skills in cashflow planning, effective questioning, and client meetings, working alongside experienced advisers.

Upon completing a 12-week probation period, you will begin a tailored exam schedule, guiding you toward the qualifications needed for an advisory role.

A competitive salary package is on offer for this Trainee Financial Advisor position:

  • £20,000 - £25,000 per annum (dependent on location)

The working hours are Monday to Friday, with the option to work from home or the office dependent on location.

To be considered for this Trainee Financial Advisor role, you will need:

  • Microsoft Office knowledge
  • Strong written and verbal communication skills
  • Organisational and planning skills
  • Financial market and funds knowledge
  • Experience in a similar environment
  • A university degree in Business/Finance (desirable)

Your responsibilities as a Trainee Financial Advisor include:

  • Making appointments with clients and prospective clients
  • Researching investment systems
  • Preparing client annual reviews and follow-ups
  • Preparing analysis of portfolios and funds
  • Insurance provider and product research
  • Process and procedure updates
  • Administrative and compliance duties, including preparing cashflow reports and suitability reports
  • (If applicable) Exam training and schedule


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