Financial Services Trainee

5 days ago


Swindon, Swindon, United Kingdom tPS Recruitment Full time
About the Role

We are seeking a highly motivated and ambitious individual to join our Financial Team as a Trainee Financial Advisor. As a valued member of our team, you will be responsible for providing first-class administration support while learning the skills and knowledge required to become a successful Financial Planner.

Key Responsibilities
  • Providing administrative support to the Financial Team
  • Learning and developing skills in financial planning and analysis
  • Assisting in the preparation of client meetings and presentations
  • Developing new client opportunities through referrals and networking
  • Working closely with experienced advisors to gain industry knowledge and best practices
About Our Client

Our client is a reputable wealth management firm that specializes in providing high-quality personal advice on various aspects of wealth management. They assist businesses in navigating complex financial planning issues, including corporate financial planning, pensions, protection, tax planning, and exit planning.

Requirements
  • Experience within a Financial Services organization
  • Financial Services qualifications, including RO4
  • Good communication and computer literacy skills
  • Good presentation skills
What We Offer

We offer a comprehensive training program, funded by our client, to support your career development and growth. You will have the opportunity to work with experienced advisors, develop new skills, and gain industry knowledge. Our client is committed to providing a supportive and dynamic work environment that fosters growth and success.



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