Job Description
Our client, a Reputable Brokerage based in the North East, are looking to add an enthusiastic and driven Trainee Financial Advisor to their growing team. The role requires someone who is self-motivated and looking to begin their career as a Financial Advisor. The role will involve working with clients to help them realise their financial goals. The successful candidate will join a team of established Financial Advisors and have a desire to work in a fast-moving environment which is informal and fun but does not compromise on quality. There are multiple positions available Key responsibilities Maintaining and building relationships with clients of the firm Carrying out fact finds with clients in order 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 Skills & Qualification requirements 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 Package includes: Competitive Salary Inclusion in company pension scheme VHI cover Death in Service Career related exam support Continuous learning opportunities If you'd like to apply for the role, feel free to send your CV direct to or call . Skills: Interpersonal skills APA Finance Target Driven Benefits: Pension Exam Support Progression Commission