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Job Description
We are seeking a driven Trainee Financial Advisor to join our growing team and help clients realise their financial goals.
Our client, a reputable Brokerage based in the North East, is looking for someone who is self-motivated and eager to begin their career as a Financial Advisor.
- Maintaining and building relationships with clients of the firm
- Carrying out fact finds with clients to uncover their financial planning needs
- Providing best-class advice to clients with respect to their needs
- Working towards agreed sales targets in a timely manner
- Ensuring industry standards are followed and all processes are conducted in accordance with compliance regulations
Key Skills and Qualifications
- Previous experience in a similar position
- Ability to work independently and proactively anticipate client and team needs
- QFA or working towards
- Effective time management and decision-making skills
- Ability to express ideas clearly in both written and oral communications
- Strong Microsoft Word, Excel, and PowerPoint skills
- Excellent communication and interpersonal skills with a desire to build confident presentation and public speaking abilities
Benefits
- Competitive Salary
- Inclusion in company pension scheme
- VHI cover
- Death in Service
- Career-related exam support
- Continuous learning opportunities
What We Offer
- Opportunity to work with a reputable Brokerage
- Fast-paced and informal working environment
- Chance to build relationships with clients and work towards agreed sales targets
- Regular career-related exam support
- Continuous learning opportunities