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Financial Services Trainee
2 months ago
Our client, a reputable regional firm of Independent Financial Planners in Yorkshire, is seeking a motivated and ambitious Trainee Financial Advisor to join their team. With over 15 years of experience, they have established a strong reputation for providing high-quality, independent financial advice to their clients.
The successful candidate will have the opportunity to work with a well-established business, utilizing the support of the Administration and Paraplanning team to deliver exceptional customer service. This role is ideal for a current Paraplanner looking to transition into an IFA role or an experienced IFA seeking a new challenge.
Key Responsibilities:- Attend regular meetings with the technical team and colleagues to ensure seamless communication and collaboration.
- Provide efficient remote financial advice to clients, utilizing computer systems to streamline processes.
- Act in a professional manner at all times, adhering to the FCA Code of Conduct for company representatives.
- Complete all necessary documentation required by the business, ensuring accuracy and attention to detail.
- Ability to build and maintain strong customer relationships, demonstrating a professional approach and drive to succeed.
- Strong communication skills, with a working knowledge of computer systems.
- Hold a Level 4 qualification in Financial Advice as a minimum, with Chartered qualification being a preference.
Our client is an equal opportunities employer, adhering to all relevant legislation and offering services regardless of age, race, sex, disability, or religious belief. If you are a motivated and ambitious individual looking to launch your career in financial services, please apply for this exciting opportunity.
