Pathway to Advisory Excellence

2 days ago


Chelmsford, Essex, United Kingdom GCB Recruitment Full time
Become a Successful Financial Adviser with Our Trainee Program

This exciting opportunity allows you to launch your career in finance with our Trainee Financial Advisor Programme. As a support administrator, you'll gain hands-on experience and develop essential skills in financial products, investment strategies, and client relationship management.

You'll work closely with experienced advisers, refining your skills in areas like cashflow planning, effective questioning, and client meetings. A structured exam schedule will help you achieve the qualifications required for an advisory role.

Package Details:

  • £34,000 Basic Salary (dependent on location)
  • Bonus Structure

Work Schedule:

  • Monday - Friday
  • Office or home-based dependent on location

Your Key Responsibilities:

  • Making appointments with clients and prospective clients
  • Research on the investment systems
  • Preparing client annual reviews and follow-ups
  • Preparation of analysis of portfolios and funds
  • Insurance provider and product research
  • Process and procedure updates
  • Administrative and compliance duties, including preparing cashflow reports, new recommendation packs, and suitability reports
  • (If Applicable) Exam training and schedule
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