Trainee Financial Advisor - Coalville, United Kingdom - Bowden Financial Consultancy Ltd

Description

• Offer financial advice on investment opportunities, retirement planning, Mortgages, Life Insurance and risk management
• Develop customized financial plans based on clients' goals and risk tolerance
• Monitor financial market trends to ensure clients' portfolios are aligned with their objectives
• Assist clients in obtaining a mortgage, from initial contact with the firm through to completion of the house purchase
• Assess and recommend appropriate life and health insurance for clients
• Educate clients on various investment options and potential risks
• Assist clients in understanding complex financial products and services
• Conduct regular reviews of clients' portfolios to assess performance and make necessary adjustments

• Financial Planner Certification preferred but not essential
• Knowledge of financial services and products
• Excellent communication and interpersonal skills
• Ability to analyse complex financial information and provide recommendations
• Experience in financial planning or advisory role is a plus

• Company pension
• Onsite parking
• Work from home

• Flexitime

• Commission pay