Financial Planning Trainee

4 days ago


Bristol, Bristol, United Kingdom The Oakfield Group Full time
Trainee Financial Adviser Opportunity

At The Oakfield Group, we are committed to empowering our clients to make informed financial decisions. As a leading financial advisory firm, we offer a comprehensive range of services tailored to meet the unique needs and goals of each individual and business we serve.

About the Role

We are seeking a motivated and enthusiastic Trainee Financial Adviser to join our dynamic team. This is an excellent opportunity for individuals who are passionate about finance and eager to embark on a rewarding career in financial advice.

Key Responsibilities
  • Assist senior financial advisers in providing tailored financial advice to clients.
  • Conduct research and analysis on financial products, market trends, and investment opportunities.
  • Prepare financial reports, plans, and recommendations for clients.
  • Collaborate with team members to develop and implement financial strategies.
Requirements
  • Diploma in financial planning (required)
What We Offer
  • Comprehensive training, support, and mentorship from experienced financial services experts.
  • Opportunity for career growth and advancement within the company.
  • A training programme that works, it's tried and tested.

Interested candidates are invited to submit their resume and cover letter detailing their qualifications and interest in the Trainee Financial Adviser position.



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