Trainee Financial Adviser - London, United Kingdom - CFP JOBS

CFP JOBS
CFP JOBS
Verified Company
London, United Kingdom

1 week ago

Tom O´Connor

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Tom O´Connor

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Description

Employed Trainee Independent Financial Adviser


Our client is a highly established and successful independent financial advisory firm who have significant recognition for the provision of tailored advice.


This is a unique opportunity to join the organisation as a Trainee Financial Adviser where you will be supported with structured training and development though participating in an 'apprentice style programme'.

The role provides opportunity for you to interactwith clients and work alongside highly successful Advisers. You would have a dedicated mentor and will benefit from learning whilst simultaneously acquiring practical skills.

This opportunity is suited to an individual with the following experience:

  • Financial Services Experience preferably in a Trainee Capacity or as a Paraplanner
  • Preferably Part or Fully Qualified to Diploma Level 4 or alternatively an aptitude to take these qualifications
  • Strong customer focus
  • Good telephone manner and communication skills
  • Ability to prioritise and work towards clear objectives
Salary up to £40,000 plus fully employed benefits package

We have opportunities in London, Milton Keynes, Oxford, Tyne & Wear

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