This employed, Financial Adviser job in Bromsgrove is ideal for a Diploma qualified individual keen to develop as a Financial Adviser
You will be providing ongoing annual servicing to their existing clients for their financial planning needs. This enables you to maintain and build client relationships, whilst also giving opportunity to spot new business opportunities
As a Financial Adviser, you will conduct in-depth annual reviews of their clients financial circumstances, reviewing their current arrangements and identifying future objectives. All advice should meet the compliance and T&C requirements.
Trainee Financial Adviser Requirements
You must hold full Level 4 Diploma in Financial Planning or equivalent
This would be well suited to recently qualified Trainee Financial Adviser looking to develop their skills
You should have a positive approach towards technology and be confident talking to clients via video conferencing
You should be proactive in spotting new business opportunities
Training and Development
Their Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner.
Trainee Financial Adviser Benefits
Salary of £30,000 - £35,000 subject to experience and qualifications
Plus discretionary annual bonus, following completion of a years service
Flexible working with good holiday allowance and option to buy and sell holiday
Contributory pension scheme and death-in-service benefit
Other company benefits include annual Christmas and summer parties, discounted spending from retailers, health clubs etc
Locations
Bromsgrove
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