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Financial Adviser Trainee

2 months ago

London, Greater London, United Kingdom Blakemore Recruitment Full time
Financial Adviser Trainee Opportunity

We are seeking a highly motivated and ambitious individual to join our team as a Financial Adviser Trainee. As a Trainee, you will have the opportunity to develop your skills and knowledge in a supportive and dynamic environment.

Key Responsibilities:
  • Conduct financial reviews and identify suitable opportunities for new business.
  • Work in accordance with the firm's policies and procedures, with full support from the paraplanning team.
  • Develop technical competence in pensions, investments, and insurances in the pre and post-retirement stages.
  • Build strong client relationships and demonstrate confidence, passion, and empathy in client interactions.
  • Meet the minimum Level 4 Diploma Status and commit to ongoing Professional Development.
  • Work effectively in a fast-paced environment and manage leads to achieve business growth.
What We Offer:

This is an excellent opportunity for someone who is passionate about developing their career in financial advice. We offer a supportive and training-focused environment, with a commitment to ongoing Professional Development. Our team is dedicated to helping you achieve your career goals and succeed in your role as a Financial Adviser.