Trainee Financial Adviser - Exeter, United Kingdom - Foresight Financial Planning

Foresight Financial Planning

Verified Company

Exeter, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

About us
Foresight Financial Planning is a boutique financial planning business based in Exeter.

Since 1997 we have been assisting clients in making good decisions in all areas of their financial planning, from investments and savings to mortgages, pensions and tax planning.

Many of our clients or their families have been with us since the start, which is a testament to the strong and trusted relationships we form.

Trainee Financial Adviser

Previous industry experience essential.

Duties:

Working alongside the managing director to meet client needs, including facetoface meetings
Conducting research on investment products and strategies
Analysing client information and preparing reports
Collaborating with other team members to ensure client needs are met

Skills:

Excellent analytical and problemsolving skills
Strong attention to detail and accuracy
Proficient in financial planning software and tools
Knowledge of investment products and strategies
Excellent communication and interpersonal skills
Ability to work independently and as part of a team
Strong organisational skills and ability to prioritise tasks

If you are a detail-oriented individual with a passion for finance and helping clients achieve their financial goals, we would love to hear from you.

This is an excellent opportunity to join a highly skilled team and grow your career in financial services.

Job Types:
Full-time, Permanent

Pay:
£20,000.00-£27,500.00 per year

Benefits: