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Financial Adviser Trainee

4 weeks ago

Bridgend, Bridgend county borough, United Kingdom mbf. Full time
Exciting Opportunity for a Trainee Financial Adviser

We are seeking a motivated and ambitious individual to join our team as a Trainee Financial Adviser. As a Trainee Financial Adviser, you will work closely with experienced Financial Advisers, gaining in-depth knowledge of the advisory process and developing your skills in financial planning.

Key Responsibilities:
  • Assist experienced Financial Advisers with client meetings, case preparation, and financial planning advice.
  • Develop your own client relationships as you build experience and confidence.
  • Work towards completing your Diploma exams, with full support from our firm.
  • Learn how to create financial plans that suit clients' individual needs and goals.
What We're Looking For:
  • Experience as an IFA Administrator or in a similar financial planning role.
  • A passion for progressing your career in financial advice and a desire to work with a firm that supports your development.
  • Strong communication skills and a client-centric approach.

We offer a comprehensive training programme, dedicated support, and a collaborative team environment. If you are looking for a challenging and rewarding role in financial services, we encourage you to apply.