Trainee Financial Adviser

This employed, Desk Based Financial Adviser job in Bromsgrove is ideal for a Diploma qualified individual keen to develop as a Financial Adviser

You will be providing ongoing annual servicing to their existing clients for their financial planning needs. This enables you to maintain and build client relationships, whilst also giving opportunity to spot new business opportunities

As a Financial Adviser, you will conduct in-depth annual reviews of their clients’ financial circumstances, reviewing their current arrangements and identifying future objectives. All advice should meet the compliance and T&C requirements.

Desk Based Financial Adviser Requirements

• You must hold full Level 4 Diploma in Financial Planning or equivalent
• This would be well suited to recently qualified Trainee Financial Adviser looking to develop their skills
• You should have a positive approach towards technology and be confident talking to clients via video conferencing
• You should be proactive in spotting new business opportunities

Training and Development

Their Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner.

Desk Based Financial Adviser Benefits

• Salary of £30,000 - £35,000 subject to experience and qualifications
• Plus discretionary annual bonus, following completion of a year’s service
• Flexible working with good holiday allowance and option to buy and sell holiday
• Contributory pension scheme and death-in-service benefit
• Other company benefits include annual Christmas and summer parties, discounted spending from retailers, health clubs etc

Locations

Bromsgrove

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