Trainee Financial Adviser - Colchester, United Kingdom - Douglas Steers & Company

Douglas Steers & Company

Verified Company

Colchester, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

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 and driven individuals to join our friendly team so, if you are looking to take the next step in your career or are looking to join a firm that can offer you development and progression within financial services, this could be the role for you.

Duties initially will include but are not limited to;

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

Must be diligent, numerate, have good grammar, strong attention to detail and a quicker learner.

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.

Full training plan and career path, within a stable business environment.

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: