Financial Career Starter

10 hours ago


Winchester, Hampshire, United Kingdom GCB Recruitment Full time

Are you looking to kickstart your career in finance with GCB Recruitment's Trainee Financial Advisor Programme?

This role offers a structured pathway to becoming a successful independent financial adviser. Starting as a support administrator, you will gain hands-on experience while building essential knowledge in financial products, investment strategies, and client relationship management. With opportunities to work alongside experienced advisers, you will enhance your skills in areas like cashflow planning, effective questioning, and client meetings. Upon successful completion of a probation period, you will begin a tailored exam schedule, guiding you step-by-step toward the qualifications needed for an advisory role.

The estimated salary package for this role is £25,000 - £35,000 per annum, depending on location and performance. You will also have access to bonus structures and benefits.

Responsibilities include making appointments with clients and prospective clients, research on investment systems, preparing client annual reviews and follow-ups, and administrative duties such as preparing cashflow reports and suitability reports.

Key requirements for this role are Microsoft Office knowledge, strong written and verbal communication skills, organisational and planning skills, financial market and funds knowledge, and experience in a similar environment.



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