Trainee Financial Adviser- Bournemouth
Salary
28k - 40k
Location
Bournemouth
Job Type
Full Time
This position has now been filled. If you are looking for a job, let us help you find a similar job.
Do you have ambitions to progress into a trainee adviser position? If so, this is the perfect move for you.
My client is looking for a financial planning professional to hit the ground running in a client facing position where you will learn all the skills to become a fully qualified financial adviser. They will provide you with on the job support and fund your exams.
The company have a unique position within the market in terms of investments so an interest in investments will put you at an advantage! Ideally, you will have experience conducting research, completing suitability reports and be comfortable with all aspects of administration.
If you’ve been looking for an opportunity for a firm to invest in your career this opportunity is not to be missed.
Duties will include
- Meeting/liaising with clients and suppliers
- Conducting research and writing suitability reports
- Passing exams to achieve level 4 status (if you haven’t already!)
- Adhoc PA/Admin duties