04 Jan 2022

Trainee Financial Adviser

Ref 33367

An insurance group is looking for someone ambitious to join their expanding Financial Adviser team as a Trainee Financial Adviser, to look after an existing client base as well as seeking new business opportunities. 

Main duties will include: 

  • Assist Financial Adviser(s)
  • Help with client fact finding
  • Perform market research for clients
  • Report Writing
  • Policy Applications and queries
  • Contact clients for reviews

The successful candidate will be expected to work towards obtaining a suitable Level 4 Qualification (as required by GFSC) in a timely manner.

The role will involve performing team administration immediately, so good administration skills are required.

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