Trainee Financial Advisor

2 weeks ago


London, United Kingdom Independent Resourcing Consultancy Ltd Full time

Trainee Financial Advisor

Our client a distinguishedfinancial services firm is seeking a motivated Trainee Advisor whois eager to progress to a Full Advisor position within 18 months.This role presents a remarkable opportunity for career developmentin the dynamic field of financialadvising.

RoleOverview:

The Trainee Advisor willprimarily assist with client services supporting the management anddevelopment of client relationships. The successful candidate willbe entrusted with a book of clients and will be responsible formaintaining and enhancing clientsatisfaction.

KeyResponsibilities:

Providecomprehensive support to senior advisors in managing clientportfolios.

Engage with clients to understandtheir financial goals and assist in developing strategies toachieve them.

Ensure compliance with regulatorystandards and maintain uptodate knowledge of the financialmarket.

Qualifications:

Candidates must be on the path to or have completed their Level 4qualifications.

A strong interest in financialmarkets and personal financial planning.

Excellent communication and interpersonalskills.

Salary &Benefits:

A starting salary of2000 GBP per month negotiable based on the candidates experienceand qualifications.

In addition to the salarythe role offers the potential to earn commission based onperformance with the existing book of clients.

This role provides an excellent platform for growth within thefinancial services industry particularly in the offshoremarket.

Why

Work with a portfolio of clean assets.

Be partof a firm that values transparency and integrity in managing clientinvestments.

Accelerate your career growth withhandson experience and structured progression towards becoming aFull Advisor.

ApplicationProcess:

If you are ambitiousdriven and ready to take the next step in your financial advisingcareer we invite you to apply. Please submit your CV and coverletter outlining your suitability for the role and your careeraspirations.

Our client is committed to fosteringa diverse and inclusive work environment. We welcome applicationsfrom all qualifiedindividuals.


Salary& Benefits:

A startingsalary of 2000 GBP per month negotiable based on the candidatesexperience and qualifications.

In addition tothe salary the role offers the potential to earn commission basedon performance with the existing book ofclients.

This role provides an excellentplatform for growth within the financial services industryparticularly in the offshoremarket.

Remote Work :

No



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