Trainee Financial Adviser - Colchester, United Kingdom - Douglas Steers & Company
Description
Full time Trainee Financial Advisers required for Independent Financial Advisers and Wealth Management Services Company.
Ranked as one of the Top 100 Financial Advisers in the country with the FT Adviser Top 100 for four consecutive years; 2020, 2021, 2022 & 2023.
We are looking for enthusiastic individuals to join our friendly team, who can work both on their own initiative and as part of a team.
Ideally, you will be competent in using spreadsheets, but will need to be accurate with figures, have the ability to learn from feedback and able to work quickly to meet deadlines/targets.
- Providing admin support to advisers
- Collating client information
- Preparing illustrations & client valuations for meetings
- Carrying out fund research
- Compiling Suitability Reports
- Ensuring client files remain compliant
- Managing cases to completion
Once fully qualified the role would extend and ultimately be that of advising existing and new clients on their financial planning requirements and provide great earning potential.
Benefits:
- 25 days holiday plus bank holidays
- Christmas closure
- Paid study material & exam workshops
- Study time during working hours
- Paid CII membership
- Free on site parking
- Pension Scheme
Job Types:
Full-time, Permanent
Salary:
From £24,000.00 per year
Schedule:
- Monday to Friday
Work Location:
In person
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