Trainee Financial Adviser

13 Apr 2017
13 May 2017
Contract Type
Full Time
Trainee Financial Adviser

Are you currently in a Financial Adviser role working towards a Full QCF Level 4 qualification (eg CII Diploma in Financial Planning) If so my client is looking for an experienced Financial Adviser to join their established branch in the Bournemouth / Poole area.
With over 25 year in the field this independent financial advice business are keen to expand the team. You will be fully supported in successfully completing any mandatory compliance, AML or regulatory training as well as achieving and maintaining CF30 status. In the longer term, you will progress to be a fully authorised whole of market financial adviser.

As Trainee Financial Adviser you will aim to deliver financial planning and wealth management advice to both new and existing High Net worth Clients in a compliant and competent manner. A key part of your role will be the planning of your daily diary to ensure you are working towards achieving and exceeding set business targets and personal goals.

If you can demonstrate that you will have proven experience in Financial Services and have the ability to operate effectively as part of a team as well as under your own initiative then please contact Michelle Brennan for more information.