Financial Planning Trainee
4 days ago
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 RoleWe 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.
- Diploma in financial planning (required)
- 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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Financial Planning Trainee
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Bristol, Bristol, United Kingdom IDEX Consulting Full timeFinancial Planning Trainee Role **About the Role** We are seeking a highly motivated and ambitious individual to join our team as a Financial Planning Trainee. As a Trainee Financial Advisor, you will work closely with our senior members of staff to gain a comprehensive understanding of the financial planning process and develop the skills necessary to...
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