Financial Planning Trainee
2 days ago
This employed Financial Adviser role in Bromsgrove is ideal for a Diploma qualified individual looking to develop their skills as a Financial Adviser.
You will be providing ongoing annual servicing to existing clients for their financial planning needs, maintaining and building client relationships, and identifying new business opportunities.
As a Financial Adviser, you will conduct in-depth annual reviews of clients' financial circumstances, reviewing current arrangements and identifying future objectives. All advice must meet compliance and T&C requirements.
Key Requirements
- Full Level 4 Diploma in Financial Planning or equivalent
- Recently qualified Trainee Financial Adviser looking to develop their skills
- Positive approach towards technology and confident in video conferencing
- Proactive in spotting new business opportunities
Training and Development
Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner.
Benefits
- Salary of £30,000 - £35,000 subject to experience and qualifications
- Discretionary annual bonus following completion of a year's service
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