Financial Planning Advisor

4 weeks ago


Melrose, United Kingdom Eden Scott Full time
Exciting Opportunity for a Trainee Financial Adviser

We are seeking a motivated and diploma-qualified individual to join our team as a Trainee Financial Adviser. As a key member of our team, you will have the opportunity to acquire existing clients and develop your own client base.

Our company has a strong reputation for providing high-quality service, and we are looking for someone who is ambitious, client-focused, and motivated to join our team. If you have experience in client management and are looking to transition into a financial advisory role, we would love to hear from you.

We offer a competitive salary, benefits package, and OTE earnings, as well as the opportunity to work with a dynamic and supportive team. If you are interested in this exciting opportunity, please get in touch with us to discuss further.

Key Responsibilities:

  • Acquire and develop existing clients
  • Provide high-quality financial advice and planning
  • Work closely with our team to achieve business goals

Requirements:

  • Diploma qualification in financial services
  • Experience in client management
  • Strong communication and interpersonal skills


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