Graduate Trainee Financial Advisor - Expiring soon!

Posted 30/05/2024 by Dynamite Recruitment

Location:
PO1
Salary/Rate:
£22,000 - £28,000/annum £22,500 - £26,000
Recruiting for a Graduate Trainee Financial Advisor to join a thriving and busy team. This is a rare opportunity for the right person to build a flourishing career in financial planning. This is an entry-level position, perfect for someone interested in building a strong career wiand has an interest in finance, economics, wealth.

We are looking for a Graduate or someone with early office experience. We can offer full training and development, including exam support. You will join learning the stages to advisor, from administration, paraplanning and onto advice. 

Skills Required:
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal abilities.
  • Ability to work collaboratively in a team-orientated environment.
  • Detail-orientated with a high level of accuracy in work.
  • Bachelor’s degree in finance, business, economics, or a related field (preferable)
Duties: 
  • Provide administrative support, including document preparation, data entry and client file management.
  • Assist the Financial Planners in analysing financial information.
  • Participate in training sessions to understand financial products, investment strategies and industry regulations.
  • Build and maintain positive client relationships through effective communication and outstanding service.
For more details apply now or contact Tegan at Dynamite Recruitment
Type:
Permanent
Contract Length:
N/A
Job Reference:
15061910
Job ID:
221738165

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