Trainee Financial Adviser- Bournemouth

Recruit UK
Bournemouth, Dorset
16 Jun 2017
16 Jul 2017
Contract Type
Full Time

Do you have ambitions to progress into a trainee adviser position? If so, this is the perfect move for you.

My client is looking for a financial planning professional to hit the ground running in a client facing position where you will learn all the skills to become a fully qualified financial adviser. They will provide you with on the job support and fund your exams.

The company have a unique position within the market in terms of investments so an interest in investments will put you at an advantage! Ideally, you will have experience conducting research, completing suitability reports and be comfortable with all aspects of administration.

If you’ve been looking for an opportunity for a firm to invest in your career this opportunity is not to be missed. Salary is dependent on experience and qualifications.

Duties will include:

Meeting/liaising with clients and suppliers

Conducting research and writing suitability reports

Passing exams to achieve level 4 status (if you haven’t already!)

Adhoc PA/Admin duties

The ideal candidate:

Must have experience working within a IFA, asset management or financial advice practice

Ideally level 4 qualified or working towards

If you are interested in this role or to discuss any other opportunities please apply or contact Keely at Recruit UK on 01179-170414, and quote reference 11560