Trainee Financial Adviser

Job Location	Stoke Heath, Bromsgrove
Education	Not Mentioned
Salary	£30,000 - £35,000 per annum, OTE, inc benefits
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent, full-time

Job Description

This employed, Financial Adviser job in Bromsgrove is ideal for a Diploma qualified individual keen to develop as a Financial AdviserYou will be providing ongoing annual servicing to their existing clients for their financial planning needs. This enables you to maintain and build client relationships, whilst also giving opportunity to spot new business opportunitiesAs a Financial Adviser, you will conduct in-depth annual reviews of their clients’ financial circumstances, reviewing their current arrangements and identifying future objectives. All advice should meet the compliance and T&C requirements.Trainee Financial Adviser Requirements

You must hold full Level 4 Diploma in Financial Planning or equivalent
This would be well suited to recently qualified Trainee Financial Adviser looking to develop their skills
You should have a positive approach towards technology and be confident talking to clients via video conferencing
You should be proactive in spotting new business opportunities

Training and DevelopmentTheir Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner.Trainee Financial Adviser Benefits

Salary of £30,000 - £35,000 subject to experience and qualifications
Plus discretionary annual bonus, following completion of a year’s service
Flexible working with good holiday allowance and option to buy and sell holiday
Contributory pension scheme and death-in-service benefit
Other company benefits include annual Christmas and summer parties, discounted spending from retailers, health clubs etc

LocationsBromsgroveLiability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liabilityis accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

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