Graduate / Trainee Financial Advisor

Location
Farnham
Salary
£26000 - £28000 per annum
Posted
15 Sep 2017
Closes
13 Oct 2017
Ref
00073562
Contact
Recruitment Genius Ltd
Function
Finance
Contract Type
Permanent
Hours
Full Time
This is an exciting opportunity to join a rapidly growing Wealth Management firm in Central Farnham.

Excellent salary and benefits package with strong scope for financial progression on qualifying

They are looking for a strong Financially focused Graduate to join their team and truely learn all aspects of Wealth Management whilst studying for a Level 4 Diploma in Regulated Financial Advice. The Firm will fully finance and support the course.

The Role:
- Learning their business processes and all aspects of Wealth Management
- Attending client meetings
- Researching options for our clients
- Preparing detailed financial reports for clients

Key skills:
- Economics/ Business/ Finance/ Maths Graduate or equivalent
- Excellent proven communication skills - written and verbal
- Friendly and confident team player
- Ability to work with confidential client matters
- Ability to learn and retain financial information quickly
- Advanced user with Excel and other MS Office


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