Financial Services Professional Trainee

5 hours ago


Ipswich, Suffolk, United Kingdom GCB Recruitment Full time

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


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