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Trainee Financial Adviser

  • Salary: £36000 - £46000 per annum
  • Location: Work from home
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    11 May 2021
  • Job reference: 35474

Are you an aspiring, Level 4 qualified individual seeking a career as a Financial Advisor and would be interested in working for a leading brand on their Adviser academy?

I'm keen to engage with energetic, professional people who are excited by the difference they can make to a clients life with sound financial planning advice.

As you're there to meet the needs of the clients, most of your time will be spent alongside Advisers talking to new and existing clients, providing financial advice to review and meet their immediate and ongoing financial goals.

You'll have a dedicated area to support, and will help manage a designated portfolio of introductions within the region, writing reports and acting as an introducer for additional advice when required. As you gain experience in the role you will have the opportunity to learn new skills which builds on your existing knowledge enabling you to progress to Adviser.

To be considered for the role, you must meet the below:

  • REQUIRED CII Level 4 Diploma or equivalent
  • Experience, preferably in financial services
  • Strong understanding of financial services and wealth planning and advice business
  • Evidence of providing a high standard of service to clients
  • Proactively identify solutions to problems which meet client and business needs
  • Ability to handle difficult conversations, evidence strong questioning techniques and objection handling skills
  • Based within Kent or Sussex (ideally East but open to West)

If you're open to/welcoming to change, have great problem solving skills, ability to stay focused, able to build and maintain relationships, possess strong communication skills and able to perform under pressure… please get in touch as I would love to talk to you.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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