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Trainee Financial Adviser

Locations -

Bath, Glasgow

The Role

The purpose of this role is to work alongside our experienced team at Chase De Vere to refine your skills and knowledge within financial advice.

You will be focused and determined to become a qualified Financial Adviser and work alongside established professionals to obtain experience within our industry.

Working alongside our senior managers and experienced advisers, you will attend meetings with existing and prospective clients and assist advisers in the preparation of financial advice. After a successful training period you will advise and manage your own client relationships independently.

Responsibilities

  • Provide holistic financial planning to prospective and existing clients
  • Compile accurate investment reports that reflect client requirements and meet internal business standards
  • Undertake regular fact-finding, presentations and service review meeting with clients
  • Maintain and ensure client files are kept up to date
  • Strive to recognise new business opportunities
  • Follow up on all enquiries in a timely manner
  • Generate a business pipeline level sufficient to meet your business targets
  • Ensure on-going continuous professional development

Experience & Skills

  • Diploma Level 4 qualified
  • Experience of working within the financial services sector
  • Be motivated and driven to exceed business targets

Our Values

  • Be Reliable
  • Think Independently
  • Create Confidence

 

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This role is available in 2 locations

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