About the Role
As a Trainee Financial Adviser, you play a vital role in supporting the firm’s mission to become a leading provider of tailored financial advice and wealth management solutions. This role is designed to develop and progress your skills, preparing you to become a fully qualified Financial Adviser.
Your responsibilities include assisting senior advisers with client management, supporting the delivery of personalised financial plans, and helping to build and maintain strong client relationships. You will gain hands-on experience working closely with experienced professionals as you develop your knowledge and expertise in financial advice.
Requirements
1-2 years of experience in B2B or B2C cold-calling or client-facing roles.
A strong drive and hunger to succeed in a competitive environment.
Motivation, determination, and resilience to overcome challenges.
Ambition to build a rewarding and successful career in financial services.
A positive, can-do attitude with a willingness to go the extra mile for long-term success.
A personal achievement you’re proud of — whether academic, creative, or extracurricular (degree, music, dance, art, drama, etc.).
About the Company
Working with a well-established and respected financial advice firm dedicated to delivering exceptional wealth management and financial planning services. They have built a strong reputation for supporting clients’ financial goals with expert guidance and personalised solutions. With a collaborative team, comprehensive training programs, and a supportive culture, this is an excellent time to join and grow your career within the firm.