Financial Planning Trainee

2 days ago

Pontefract, Wakefield, United Kingdom Ortus PSR Full time
Unlock Your Potential as a Trainee Financial Adviser

Are you ready to embark on a rewarding career in financial advisory? Ortus PSR is seeking a Trainee Financial Adviser to join our team of expert advisors, providing personalized financial guidance to clients across a range of products, including mortgages, protection, investments, and pensions.

What We Offer:
  • A loyal client base to manage and nurture, with opportunities to develop your own client portfolio and grow the firm's business.
  • A comprehensive training program, led by experienced advisers, to help you thrive in the role and achieve industry-leading qualifications.
  • A broad range of financial services to advise on, from mortgages and protection to investments and pensions.
  • The chance to work in a dynamic and supportive environment, with a focus on client satisfaction and business growth.
Key Responsibilities:
  • Provide personalized financial advice to clients, taking ownership of their financial plans and goals.
  • Proactively generate new business through networking and relationship-building, identifying opportunities to grow the firm's client base.
  • Stay up-to-date with market trends and regulatory changes, ensuring compliance and providing the best advice to clients.
  • Collaborate with colleagues to achieve business objectives, sharing knowledge and best practices to drive success.
What We're Looking For:
  • A proactive, self-motivated individual with a passion for financial planning and a desire to progress toward becoming a fully qualified Financial Adviser.
  • Excellent interpersonal and communication skills, with the ability to build long-lasting client relationships and work effectively in a team.
  • The confidence and drive to win new business and grow your client base, with a keen interest in keeping up-to-date with industry regulations and products.

If you're a motivated and ambitious individual looking to launch your career in financial advisory, we'd love to hear from you.

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