Trainee financial advisor

Trainee Financial Adviser (Financial Services)

£30,000 - £37,000 DOE + Pay and Role Progression + Qualification Support and Training + Private Medical Insurance + Performance Based Bonus

Penrith

Are you looking to advance your career in finance and become a qualified financial advisor?

Do you want to work for a company with an internationally recognised finance academy, offering a fully funded career change within the financial services sector?

This well-established company offers a wealth of financial expertise in investment planning, retirement planning, and inheritance tax planning. With a growing team, this company advises over 600 independent clients, spanning over 5 offices across the country.

This role would suit someone with a successful track record in their existing career or business, with an ability to discuss, question, negotiate and advise.

The Role:

* Liaise with clients to gather necessary information and clarify financial matters
* Complete all necessary examinations to gain financial qualifications
* Offering research and analysis based recommendations to clients
* Analysis of risk assessments, portfolio performance and asset allocation
* Collaborating with other financial planners, paraplanners and keeping up to date on industry regulations and relevant laws that influence financial planning