Trainee Adviser/Client Relationship/Diary Manager

Coast Specialist Recruitment
London, South East England
17 Jun 2017
17 Jul 2017
Contract Type
Full Time

My client who is a very prestigious financial advice practice based in the heart of London are now looking for trainee advisor to their growing business.

The Role itself will be to build and develop relationships with existing and new clients, discussing their requirements and arranging for an adviser as well as yourself to sit down with them to go through your findings.

Key Skills, Knowledge and Competencies

  • Experience within an IFA environment.

  • 5 GCSE’s or equivalent

  • Educated to degree level or equivalent

  • Achieved or working towards level 4 diploma in financial services.

  • Experience of working within a high pressure environment

  • The ability to work well within a team environment and build effective working relationships both internally and externally

  • A good knowledge of regulatory requirements

  • Excellent attention to detail

  • Proven ability to work on own initiative

  • Excellent interpersonal skills and telephone manner

This is a fantastic opportunity to grow your career and become a fully qualified and experienced financial adviser.