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Trainee Advisor - Associate

Trainee Advisor - Associate

Posted 19 March by Clark James Recruitment Easy Apply Ended

An award-winning UK provider (IFA) of financial planning advisory services to UK private clients and charities are currently looking for Trainee Financial Advisors to join their existing successful team in the London office.

A trainee adviser operating on a highly structured basis, with clear policy, procedures and workflow. Providing professional, effective, efficient and compliant telephone based service to specific client segments. A developmental role in a business team where skills and knowledge can be developed to become a telephone based adviser. You will need to be Diploma qualified. I will not be able to progress this application without Diploma Level 4

Essential Minimum Qualifications:

  • Diploma (Dip PFS)

Technical skills and attributes:

As above, and;

  • Proven ability to deal with new and existing clients on a fee basis
  • Trustworthy: able to gain respect and trust of colleagues
  • Articulate: able to explain complex ideas in a straight-forward way
  • Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions
  • Complaint handling

Competitive salary, bonus and excellent benefit package.

Required skills

  • Financial Planning
  • IFA
  • Paraplanner

Reference: 34255940

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