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Trainee Financial Advisor - Cardiff

Posted 6 March by Birchfield Recruitment Ltd Ended

Our client is a highly established and successful independent financial advisory firm whom have significant recognition for the provision of tailored advice.

This is a unique opportunity to join the organisation as a Trainee Financial Adviser where you will be supported with structured training and development though participating in an 'apprentice style programme’. The role provides opportunity for you to interact with clients and work alongside highly successful Advisers. You would have a dedicated mentor and will benefit from learning whilst simultaneously acquiring practical skills.

This opportunity is suited to an individual with the following experience :

  • Financial Services Experience preferably in a Trainee Capacity or as a Mortgage Advisor or Paraplanner
  • Preferably Part or Fully Qualified to Diploma Level 4 or alternatively an aptitude to take these qualifications
  • Strong customer focus
  • Good telephone manner and communication skills
  • Ability to prioritise and work towards clear objectives

If you believe that you have the relevant experience and desire to move into Regulated Advice please apply now or contact Laura directly on O7894 9O5360 to discuss further.

PRS builds close relationships with candidates and clients to fully understand their needs. You can rely on PRS for support at any stage through the interview and selection process.

Required skills

  • Advisor
  • Financial Planning
  • Investments
  • Part Qualified
  • Pensions

Reference: 34614342

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