Trainee Financial Advisor - Chippenham, United Kingdom - Chilvester Financial
4 days ago
Description
Trainee Financial Advisor
Chilvester Financial are looking for a (Graduate) Trainee office-based Financial Advisor.
In this role you will be working closely with our existing client bank, following guidance from our Senior Financial Planners & Financial advisers.
You will be expected to learn all aspects of the role on your journey to becoming a Financial Advisor.You will be providing first class administration support, whilst learning how to provide financial advice as you progress to obtaining your qualifications.
We'll provide:
- An attractive starting salary
- 25 days annual leave, plus bank holidays, plus office closure between Christmas and New Year.
- Option to buy and sell additional holiday.
- Workplace pension
- Employee assistance programme (including, 24/7 GP line, Life Events Counselling, Get Fit programs, including diet support, Legal guidance and more)
- Death in service (life assurance) of 4 times basic salary
- Eye care
- Discounted financial advice services for family and friends.
- Free Car parking once probation has been passed.
- Social events throughout the year
The role demands our clients are provided with exceptional great customer service in a high-functioning financial advice and support role, guaranteeing a seamless and timely service for all our clients.
- Managing client relationships and key event reminders to maintain active client contact, such as retirement / pensions review.
- Administration duties
- Assisting the clients with their annual investment and financial planning reviews
- Work within a regulated role following the Training and Competence Procedures within our firm.
Support:
This is a friendly, supportive environment within a growing company, you will be provided with full ongoing support, training, and guidance.
You will be part of a 2-year apprentice scheme meaning you will have support for your examinations to help achieve the qualifications.
Minimum Requirements:
- Qualified to minimum of A level Standard but ideally you would hold a degree.
- Desirable any experience of working in a financial service environment, but not essential.
Salary:
£25,000.00-£35,000.00 per year
Benefits:
- Company events
- Company pension
- Free parking
- Life insurance
- Sick pay
- Wellness programme
Schedule:
- Monday to Friday
- No weekends
Ability to commute/relocate:
- Chippenham, SN15 1EE: reliably commute or plan to relocate before starting work (required)
Education:
- A-Level or equivalent (required)
Experience:
Financial Service: 1 year (preferred)
Work Location:
In person
Application deadline: 31/03/2023
Reference ID:
Chil - TraineeFA
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