Trainee Financial Advisor - Farnham, United Kingdom - Profiles Personnel

Profiles Personnel

Verified Company

Farnham, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

TRAINEE FINANCIAL ADVISOR
If this sounds like you then read on

Due to exceptional business growth a new opening has arisen for a well educated Trainee Financial Advisor to join a Financial Planning and Investment company.

This locally based organisation has not only building a reputation of putting their clients at the very heart of what they do but also being a hugely supportive and collaborative team.

You will find yourself providing Financial Advisors with first class administrative support within set deadlines.

Salary £24-26K depending on experience plus benefits which include being part of an Employee Ownership Trust and quarterly incentives

Key responsibilities for the Trainee Financial Advisor include,

Under supervision, attend client meetings
Draft accurate notes, asset statements and cashflow analysis
Follow company procedures on compliance, new business records and contact history

The ideal Trainee Financial Advisor will need,

A degree or equivalent in Business, Finance, Economics, Law or similar and specifically looking to progress a career within the world of Financial Services
Be wellpresented with professional verbal/written communication skills
Be process driven with meticulous attention to detail
Ability to complete work in a timely manner and to deadlines
Ability to listen, analyse and make sound judgements on information
Ability to establish rapport with clients, colleagues and 3rd parties

In return you will find yourself being part of a fun, hard-working team where you will benefit from a well developed mentoring and training programme designed to get the best out of you.

Plus you can expect excellent benefits which include being part of an Employee Ownership Trust and quarterly incentives.

Job Types:
Full-time, Permanent

Salary:
£24,000.00-£26,000.00 per year

Benefits: