22 Jan 2024

Financial Advisor, Trainee

Ref 36190

Are you an existing Financial Advisor or a trainee who wants to become a qualified Financial Adviser and study for the Diploma in Financial Planning? Our client, a financial services provider, is seeking someone to advise clients of their financial plans and to support the team. 

Key roles and responsibilities:

Trainee Role:

  • Studying for the Chartered Insurance Institute Diploma in Financial planning 
  • Supporting the Financial Advisors and Senior Administrators with general administration
  • Assisting financial advisors with preparation work

Admin Role:

  • Providing financial planning advice to new and existing clients
  • Using cash flows to forecast lifestyle and retirement goals 
  • Developing new business for individual and corporate clients

The successful candidate will have excellent communication skills along with good IT and analytical skills. This is an excellent opportunity for someone to start a career as a Financial Advisor or an existing professional qualified to a level 4 status already providing investment and planning advice.

To find out more, get in touch to register!


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