Address
Form of work
SalaryTrainee Financial Adviser
Location: Bristol
My client is committed to empowering their clients to make informed financial decisions. As a leading financial advisory firm, they offer a comprehensive range of services tailored to meet the unique needs and goals of each individual and business they serve. My client prides themselves on expertise, integrity, and dedication to providing exceptional client service.
This forward-thinking organisation are seeking a motivated and enthusiastic Trainee Financial Adviser to join their 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.
This is a Self-employed opportunity, with leads provided.
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.
- Attend client meetings alongside experienced advisers to gain hands-on experience.
- Collaborate with team members to develop and implement financial strategies.
Qualifications:
- Strong analytical, problem-solving, and mathematical skills.
- Excellent communication and interpersonal skills.
- Ability to work effectively in a fast-paced environment.
- Eagerness to learn and develop new skills in financial planning.
What’s on Offer:
- Comprehensive training, support and mentorship from experienced financial services experts.
- Opportunity for career growth and advancement within the company.
- A training programme that works, its tried and tested.
How to Apply: Interested candidates are invited to submit their resume and cover letter detailing their qualifications and interest in the Trainee Financial Adviser position.
Job Types: Full-time, Part-time, Permanent
Pay: £20,000.00-£60,000.00 per year
Work authorisation:
- United Kingdom (required)
Work Location: In person
