Trainee Financial Adviser

Posted 31 January by Pinstripe Personnel
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Trainee Financial Adviser

Knutsford

Full Training Provided - Negotiable Package

An award winning Financial Planning firm is looking to appoint a trainee Financial Adviser. The role has arisen due to the firm's expansion and is based at their offices near Knutsford.

There is a competitive package and full training on offer and with time you will gain the Industry recognised qualifications, CeMAP (Mortgages) and DipFA (Financial Advice) genuine bonus structure which is aimed at rewarding the Adviser for the high levels of service required.

Initially you will be shadowing the Financial Advisers and Mortgage Advisers and working closely with the Administrators. You will also be actively involved in the administration of new policies and mortgages.

Due to the nature of the role experience within customer service or sales roles are advantageous. Please send your CV to Douglas McDougall for more information on this opportunity.

Required skills

  • Customer Service
  • Financial Advice
  • Sales
  • Trainee Financial Adviser
  • trainee mortgage advisor

Reference: 50304078

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