Financial Advisor Trainee

15 hours ago


London, Greater London, United Kingdom Independent Resourcing Consultancy Ltd Full time

We are seeking a motivated and ambitious Financial Advisor Trainee to join our team at Independent Resourcing Consultancy Ltd.

About the Role:

The successful candidate will be entrusted with a book of clients and will be responsible for maintaining and enhancing client satisfaction.

Main Responsibilities:

  • Provide comprehensive support to senior advisors in managing client portfolios.
  • Engage with clients to understand their financial goals and assist in developing strategies to achieve them.
  • Maintain up-to-date knowledge of the financial market and ensure compliance with regulatory standards.

Requirements:

  • Candidates must be on the path to or have completed their Level 4 qualifications.
  • A strong interest in financial markets and personal financial planning.
  • Excellent communication and interpersonal skills.

Compensation:

A starting salary from £24,000 GBP per annum, negotiable based on the candidate's experience and qualifications. In addition to the salary, the role offers the potential to earn commission based on performance.

This is an excellent opportunity for growth within the financial services industry, particularly in the offshore market.



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