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Trainee Financial Advisor

Posted 9 March by Matchstick Easy Apply Ended

*** Trainee Advisor / Administrator / IFA ***

You will be working for an independently owned financial advisor, a company who pride themselves on personality and providing the most exceptional levels of service to their clients.

In this administrative role, you will support a team of professionals to deliver an unparalleled service to clients looking for financial advice.

You will be

  • Creating and updating client files
  • To request, collate and input policy details from various companies
  • Updates client portfolios
  • Prepare info for client meetings
  • Dealing with general queries from clients, Consultants and Finance Executive
  • Manage consultant diaries
  • and lots, lots more....

This role is ideally suited to candidates wanting to undertake professional qualifications to become a chartered financial advisor of the future. We are only looking for candidates who have worked in an IFA or those who understand the financial products necessary. You will be a graduate with exceptional people skills and strong administrative skills.

In return, you will receive training and support from the best in the business, great benefits (including pension, salary reviews, paid for study and bonus) and a friendly and buzzy company in which to learn.

Matchstick is a leading London recruitment consultancy. We specialise in the supply of EAs, PAs, Team Assistants, Office Managers, Administrators and Receptionists on a permanent, temporary and contract basis, across all industry sectors throughout London. We receive a high volume of applications, so we may be unable to respond to all applicants.

Required skills

  • Finance
  • Financial Advisory
  • Financial Planning
  • Graduate Level
  • IFA

Reference: 33123224

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