Financial Services Professional Trainee
5 hours ago
GCB Recruitment is excited to announce a unique opportunity for a talented individual to join their client's Trainee Financial Advisor Programme.
This programme provides a comprehensive framework for developing skills and knowledge in financial services, with a focus on becoming a successful independent financial adviser.
As a Trainee Financial Advisor, you will gain hands-on experience in financial products, investment strategies, and client relationship management.
Throughout the programme, you will have access to experienced advisers who will guide you in enhancing your skills in areas such as cashflow planning, effective questioning, and client meetings.
After completing a 12-week probation period, you will embark on a tailored exam schedule designed to equip you with the necessary qualifications for an advisory role.
The salary package for this role includes:
- £30,000 - £35,000 Basic Salary
- Bonus Structure
The working hours for this position are flexible, with the option to work from home depending on your location.
To succeed in this role, you should possess:
- Microsoft Office knowledge
- Strong written and verbal communication skills
- Attention to detail
- Organisational and planning skills
- Knowledge of financial markets and funds
- Experience in a similar environment
- University degree in Business/Finance (desirable)
Your key responsibilities as a Trainee Financial Advisor will include:
- Making appointments with clients and prospective clients
- Conducting research on investment systems
- Preparing client annual reviews and follow-ups
- Analyzing portfolios and funds
- Researching insurance providers and products
- Updating processes and procedures
- Administering compliance duties, including preparing cashflow reports and suitability reports
- (If applicable) Participating in exam training and schedule
-
Financial Services Professional
1 month ago
Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full timeAre you a skilled Financial Advisor seeking a new challenge? Look no further!Quilter Financial Planning is a leading financial services business offering an exciting opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.As a member of our team, you will be part of a strong network of advisors based across the UK, working...
-
Financial Services Professional Development Program
11 hours ago
Ipswich, Suffolk, United Kingdom GCB Recruitment Full timeFinancial Services Professional Development ProgramWe invite applications for our Trainee Financial Advisor position, offering a comprehensive development program that equips individuals with the knowledge and skills required to succeed in the financial services industry.As a support administrator, you will work closely with experienced advisers, gaining...
-
Financial Services Trainee
11 hours ago
Ipswich, Suffolk, United Kingdom CV-Library Full timeCV-Library Accountancy Practice OpportunityWe are seeking an ambitious Financial Services Trainee to join our dynamic accountancy practice in Newmarket, Suffolk.This exciting role offers a fully funded study package with paid study time, allowing you to develop your accounting skills and progress your career in a supportive environment.Your key...
-
Trainee Financial Advisor Position
8 hours ago
Ipswich, Suffolk, United Kingdom GCB Recruitment Full timeTrainee Financial Advisor Position with Career Advancement OpportunitiesWe are looking for a talented and driven individual to fill our Trainee Financial Advisor position. As part of our team, you will embark on a structured learning journey, acquiring expertise in financial products, investment strategies, and client relationship management.Your...
-
Financial Analyst Trainee
11 hours ago
Ipswich, Suffolk, United Kingdom Rutherford Briant Full timeAt Rutherford Briant, we are seeking a Financial Analyst Trainee to join our busy accounts team in Ipswich.The estimated salary for this role is £24,000 - £28,000 per annum.Job Responsibilities:Prepare and manage year-end accounts, monthly management accounts, and support audits to ensure accuracy and compliance.Assist with corporate and personal tax...
-
Accounting Trainee Professional
3 weeks ago
Ipswich, Suffolk, United Kingdom Ensors Full timeAbout Our Trainee Accountant Program">We offer a challenging and rewarding career in accountancy at Ensors, one of the region's most prestigious practices.As a trainee accountant, you will study for professional qualifications while gaining hands-on work experience on a stimulating and varied portfolio of clients.Our program includes AAT and ICAEW/ACCA...
-
Trainee Advisor in Wealth Management
6 hours ago
Ipswich, Suffolk, United Kingdom GCB Recruitment Full timeTake your first step towards a fulfilling career in financial services with GCB Recruitment's Trainee Financial Advisor Programme.This innovative programme provides a clear path for developing skills and expertise in financial services, with a focus on becoming a successful independent financial adviser.As a Trainee Financial Advisor, you will have the...
-
Financial Services Professional
5 hours ago
Ipswich, Suffolk, United Kingdom CV-Library Full timeOur client, a well-established IFA practice with offices in Norfolk and Suffolk, is seeking a highly skilled Financial Services Professional to provide hybrid support to their designated Team Leader. This role will be based in their attractive office in central Ipswich.Job OverviewThe purpose of the role is to deliver high-quality client advice and service...
-
Administrative Professional for Financial Services
11 hours ago
Ipswich, Suffolk, United Kingdom IDEX Consulting Full timeIDEX Consulting is a dynamic financial planning firm in Ipswich that offers a range of services to its clients. We are currently seeking a highly skilled Administrative Professional for Financial Services to join our team.The successful candidate will be responsible for various tasks, including handling client communications, managing customer queries, and...
-
Financial Services Leadership Role
2 weeks ago
Ipswich, Suffolk, United Kingdom Pro Talent Full timeThe ideal candidate will have a strong understanding of business services and be able to provide exceptional leadership to our team. This role offers a competitive salary of £45,000 - £55,000 per annum, plus benefits, and the opportunity to work on a broad portfolio of clients.Key responsibilities include preparing financial accounts, handling tax...
-
Business Finance Trainee
3 weeks ago
Ipswich, Suffolk, United Kingdom Empower Digital Limited Full timeAbout Empower Digital LimitedWe are looking for a skilled and ambitious Business Finance Trainee to join our dynamic Finance Team.Job DetailsLocation: IpswichJob Type: Full Time, PermanentWorking Hours: 37.5 hours per week, Monday to Friday with 30 minutes for lunchSalary: £12,480 - £15,000 per annumJob DescriptionAs a Business Finance Trainee, you will...
-
Graduate Financial Services Specialist
3 weeks ago
Ipswich, Suffolk, United Kingdom Ensors Full timeBecome a Trainee Accountant at Ensors">Join our team as a trainee accountant and gain valuable experience in accounting while studying for professional qualifications.You will work on a range of clients, including small businesses, large groups, and charities, and have the opportunity to rotate across different departments.Requirements:AAT: Non-graduates...
-
Financial Accountant Position
3 weeks ago
Ipswich, Suffolk, United Kingdom Blusource Professional Services Ltd Full timeCompany OverviewWe are Blusource Professional Services Ltd, a leading accountancy firm in Ipswich. Our team is dedicated to providing exceptional services to our clients, and we are looking for a talented Assistant Accountant/Accountant to join us.Job DescriptionThe successful candidate will assist our experienced Accountants in preparing year-end accounts,...
-
Management Accountant Trainee
3 weeks ago
Ipswich, Suffolk, United Kingdom Opus Perm Full timeWe are seeking a talented and ambitious Financial Analyst to join our team at Opus Perm in Ipswich. As a Financial Analyst Trainee, you will play a key role in analysing and accurately reporting the financial implications of our different businesses and service types.The successful candidate will have some office experience, preferably within a finance...
-
Financial Administrator
3 weeks ago
Ipswich, Suffolk, United Kingdom Nucleus Financial Full timeAbout the RoleWe are seeking an experienced Financial Administrator to join our team on a 12-month fixed-term contract. In this role, you will be responsible for reviewing and completing a range of Accounts Payable routine processes.You will spend your time undertaking daily corporate payments, ensuring they are completed within the deadline and according to...
-
Career Development Financial Specialist
6 hours ago
Ipswich, Suffolk, United Kingdom GCB Recruitment Full timeAre you looking for a challenging career opportunity in financial services with GCB Recruitment?We are currently seeking a highly motivated and ambitious individual to join our client's Trainee Financial Advisor Programme.This role offers a structured pathway to becoming a successful independent financial adviser, starting as a support administrator and...
-
Accounting Professional Wanted
3 weeks ago
Ipswich, Suffolk, United Kingdom Blusource Professional Services Ltd Full timeAccounting OpportunityJoin Blusource Professional Services Ltd, a respected accountancy firm in Ipswich, as a skilled Assistant Accountant/Accountant. We are seeking an ambitious individual who shares our passion for delivering exceptional service and achieving excellence in their field.Key Responsibilities- Assist in the preparation of year-end accounts,...
-
Trainee Import Specialist
1 week ago
Ipswich, Suffolk, United Kingdom Polkadotfrog Ltd Full timeWe are currently looking for a motivated and enthusiastic individual to fill the role of Trainee Import Specialist at Polkadotfrog Ltd.As a Trainee Import Specialist, you will work closely with our experienced staff to handle all aspects of imports, from receiving shipments to managing inventory.You will also have the opportunity to develop your skills in...
-
Commercial Law Trainee
2 weeks ago
Ipswich, Suffolk, United Kingdom Ashtons Legal LLP Full timeJob OverviewWe are seeking a highly motivated individual to join our team as a Commercial Law Trainee at Ashtons Legal LLP. This role offers an excellent opportunity for professional development and growth.In this position, you will be responsible for undertaking four six-month seats, rotating through different departments and gaining valuable experience....
-
Financial Analyst Trainee
3 weeks ago
Ipswich, Suffolk, United Kingdom Opus Perm Full timeOpus Perm is seeking an enthusiastic and motivated Assistant Management Accountant to join our team in Ipswich. The ideal candidate will have some office experience, preferably within a finance function, and be eager to learn and develop their skills.You will work closely with other team members to analyse and accurately report the financial implications of...