Trainee Financial Advisor

2 weeks ago

London, United Kingdom Click and Connect Online Limited 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 financial advising.

Role Overview:

The Trainee Advisor will primarily assist with clientservices supporting the management and development of clientrelationships. The successful candidate will be entrusted with abook of clients and will be responsible for maintaining andenhancing client satisfaction.

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 theirLevel 4 qualifications.

A strong interest infinancial markets 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

Workwith a portfolio of clean assets.

Be part of afirm 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 tofostering a diverse and inclusive work environment. We welcomeapplications from all qualifiedindividuals.


A starting salary of 2000GBP per month negotiable based on the candidates experience andqualifications.

Remote Work :

No

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