Financial Adviser Trainee

4 weeks ago


London, Greater London, United Kingdom Lloyd Recruitment - Epsom Full time

We are seeking a highly motivated Trainee Financial Adviser to join our team at Lloyd Recruitment - Epsom. As a Trainee Financial Adviser, you will have the opportunity to work closely with our experienced advisers and learn the skills necessary to become a fully qualified Financial Adviser.

Our Trainee Financial Adviser programme is designed to provide you with the support and guidance you need to succeed in this role. You will work alongside our experienced advisers, who will mentor and guide you throughout your training.

As a Trainee Financial Adviser, your responsibilities will include working closely with the administration team to gather policy information, helping with projects such as Mifid annual reviews and client campaigns, and providing general administrative support.

You will also have the opportunity to develop your communication skills by speaking directly with clients and carrying out client reviews. Additionally, you will be responsible for building relationships with clients and generating new business opportunities.

We are looking for a self-motivated individual who is keen to learn and develop their skills. You will need to have a degree and be studying for exams towards becoming an IFA or fully qualified Financial Adviser. You will also need to have good communication skills, be able to work well in a team, and have a driving license.

If you are a motivated and ambitious individual who is looking for a challenging and rewarding role, we would love to hear from you. Please apply for this vacancy and we will be in touch to discuss further.



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