Trainee Desk Based Independent Financial Adviser

Clark James recruitment
10 Mar 2018
15 Mar 2018
Contract Type
Full Time

An award-winning provider of financial planning, investment management and advisory services to UK private clients and charities are currently looking for Trainee Desk Based Financial Advisors to join their existing successful team in Bristol

A trainee adviser operating on a highly structured basis, with clear policy, procedures and workflow. Providing professional, effective, efficient and compliant telephone based service to specific client segments. A developmental role in a business team where skills and knowledge can be developed to become a telephone based adviser. You will need to be Diploma qualified or a minimum of one exam away from Diploma.

Essential Minimum Qualifications:

  • Diploma (DipPFS) or one exam away

Technical skills and attributes:

As above, and;

  • Proven ability to deal with new and existing clients on a fee basis
  • Trustworthy: able to gain respect and trust of colleagues
  • Articulate: able to explain complex ideas in a straight-forward way
  • Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions
  • Complaint handling

Competitive salary, bonus and excellent benefit package.

Similar jobs

Similar jobs