GCB Recruitment
Trainee Financial Advisor
Job Location
Pampisford, United Kingdom
Job Description
Are you looking to kickstart your career in finance with our client's Trainee Financial Advisor Programme?
This role offers a structured pathway to becoming a successful independent financial adviser. Starting as a support administrator, you’ll gain hands-on experience while building essential knowledge in financial products, investment strategies, and client relationship management. With opportunities to work alongside experienced advisers, you’ll enhance your skills in areas like cashflow planning, effective questioning, and client meetings. Upon successful completion of a 12-week probation period, you’ll begin a tailored exam schedule, guiding you step-by-step toward the qualifications needed for an advisory role.
Join our clients and take the first step towards a rewarding career in financial advice!
Salary package on offer for the role of Trainee Financial Advisor:
£30,000 - £35,000 Basic Salary
Bonus Structure
Working Hours:
Monday – Friday
Office or home-based dependent on location
Requirements for this Trainee Financial Advisor role:
Microsoft Office knowledge
Strong written, as well as verbal, communication skills
Attention to detail
Organisational and planning skills
Financial market and funds knowledge
Experience in a similar environment
University degree in Business/ Finance related desirable
Responsibilities of the Trainee Financial Advisor are:
Making appointments with clients and prospective clients
Research on the investment systems
Preparing of client annual review and follow up
Preparation of analysis of portfolios and funds
Insurance provider and product research
Process and procedure updates
Administrative and compliance duties, including preparing cashflow reports, new recommendation packs and suitability reports
(If Applicable) Exam training and schedule
Location: Pampisford, GB
Posted Date: 12/24/2024
This role offers a structured pathway to becoming a successful independent financial adviser. Starting as a support administrator, you’ll gain hands-on experience while building essential knowledge in financial products, investment strategies, and client relationship management. With opportunities to work alongside experienced advisers, you’ll enhance your skills in areas like cashflow planning, effective questioning, and client meetings. Upon successful completion of a 12-week probation period, you’ll begin a tailored exam schedule, guiding you step-by-step toward the qualifications needed for an advisory role.
Join our clients and take the first step towards a rewarding career in financial advice!
Salary package on offer for the role of Trainee Financial Advisor:
£30,000 - £35,000 Basic Salary
Bonus Structure
Working Hours:
Monday – Friday
Office or home-based dependent on location
Requirements for this Trainee Financial Advisor role:
Microsoft Office knowledge
Strong written, as well as verbal, communication skills
Attention to detail
Organisational and planning skills
Financial market and funds knowledge
Experience in a similar environment
University degree in Business/ Finance related desirable
Responsibilities of the Trainee Financial Advisor are:
Making appointments with clients and prospective clients
Research on the investment systems
Preparing of client annual review and follow up
Preparation of analysis of portfolios and funds
Insurance provider and product research
Process and procedure updates
Administrative and compliance duties, including preparing cashflow reports, new recommendation packs and suitability reports
(If Applicable) Exam training and schedule
Location: Pampisford, GB
Posted Date: 12/24/2024
Contact Information
| Contact | Human Resources GCB Recruitment |
|---|