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About Enver Wealth Management Ltd.
We are a leading wealth management company seeking a talented individual to join our team as a Trainee Financial Advisor. Our company is one of the most successful and fastest-growing businesses in the industry, with a strong reputation for providing exceptional financial advice to our clients.
Job Summary
We are looking for a motivated and ambitious individual who is seeking a structured way of entering the financial advice industry. As a Trainee Financial Advisor, you will have the opportunity to work with a team of experienced professionals who will provide you with the training and support you need to succeed in this role.
Key Responsibilities
- Conduct client meetings and provide financial advice to clients
- Develop and maintain relationships with clients to ensure their ongoing financial needs are met
- Work closely with the team to identify new business opportunities and develop strategies to acquire new clients
- Assist in the development and implementation of financial plans for clients
- Stay up-to-date with industry developments and best practices to ensure you are providing the highest level of service to clients
Requirements
- Minimum of 1 year of sales or client-facing experience
- Ability to demonstrate professionalism and charisma in front of clients
- Strong communication and interpersonal skills
- Ability to work in a fast-paced environment and meet deadlines
- Desirable: DipFA, IAD, CISI or equivalent QCF RDR level 4 qualification
What We Offer
- Competitive salary and benefits package
- Opportunities for career growth and professional development
- Support for professional qualifications and training
- Collaborative and dynamic work environment
- Chance to work with a successful and growing business
