06 Jul 2023

Trainee Financial Advisor

Ref 36190

Are you numerate with an interest in financial services? A financial services provider is seeking a Trainee Financial Advisor to join their team. 

Key roles and responsibilities

  • Developing knowledge and understanding of the Financial Advisor role
  • Supporting the Financial Advisors and Directors with projects
  • Supporting the Financial Advisors and Senior Administrators with general administration
  • Assisting with and co-ordinating client and product provider communications
  • Producing client financial planning and cash flow reports
  • Assisting financial advisors with preparation work

Ideally, you will be a graduate or someone with some experience in the financial services sector. Excellent communication skills are required along with good IT and analytical skills. The successful candidate will study for the Diploma in Financial Planning. This is an excellent opportunity for someone to start a career as a Financial Advisor. Get in touch to register!


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