Financial Planning Trainee

2 days ago


Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full time
Financial Adviser Trainee Opportunity

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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