17 Jan 2023

Trainee Financial Adviser/ Financial Adviser

Ref 31123

An industry leading independent Insurance Broker is looking to recruit a Trainee Financial Adviser/Financial Adviser/Administrator to join their team.

Key duties:

  • Assist Financial Adviser(s)
  • Research and write reports with advice for clients
  • Undertake Market Research and presentation of advice to clients
  • Attend Meetings with Relationship Managers
  • General administration and maintenance for client files and records (eg due diligence gathering, risk rating and profiling, keeping details up to date on system)
  • Ad hoc meetings and problem solving for clients
  • Keep up to date with providers and products available to clients

The desirable candidate will have great communications skills,  good IT skills, be a strong relationship builder and a team player.  A commitment to work towards a Level 4 Qualification (Dip PFS) will be required for the Trainee Financial Adviser/Financial Adviser roles.

 

 

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