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Vision-FS Recruitment
Newport
Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK. A leading provider of financial education in the workplace supported
Job Source: Vision-FS RecruitmentVision-FS Recruitment
Cardiff
Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK. A leading provider of financial education in the workplace supported
Job Source: Vision-FS RecruitmentRobert Half
Pontyclun
Robert Half are excited to be working with an industry leading organisation to recruit an Trainee Accountant position, based full-time in office , in Pontyclun. They are offering a very competitive: base salary up to £27K + study package + growth opportunities + onsite parking. As a Trainee Accountant, you will be responsible for the following
Job Source: Robert HalfVision-FS Recruitment
Cardiff
Financial Advisor | Independent Financial Advisor £100,000 - £250,000 | Un-Capped Earnings Nationwide Roles YOUR NEW COMPANY A boutique Financial Planning business seeks to expand organically its network of Diploma Qualified Financial Advisor’s across the UK. A regulated, London Based, Independent Financial Adviser and Wealth Management firm, direc
Job Source: Vision-FS RecruitmentNeos Recruitment Limited
Penarth
Parts Advisor Burton-on-Trent £24,000 + Training + Progression + Pension Neos Engineering are currently recruiting a Trainee Parts Advisor for one of the UK's largest dealerships! This is a great opportunity to join one of the biggest names in the industry who offer fantastic rates, technical & career progression and a lot more benefits! The ideal
Job Source: Neos Recruitment LimitedQuantum Advisory
Cardiff
Quantum Advisory have an exciting opportunity for a Trainee Employee Benefits Administrator to join their team. Location: Cardiff, CF3 0LW (Hybrid Working) Salary: £23K - £25K PA (Depending on Experience) Job Type: Full-time, Permanent About Us: At Quantum Advisor...
Job Source: Quantum AdvisoryNeos Recruitment Ltd
Penarth
Parts Advisor Burton-on-Trent £24,000 + Training + Progression + Pension Neos Engineering are currently recruiting a Trainee Parts Advisor for one of the UK’s largest dealerships! This is a great opportunity to join one of the biggest names in the industry who offer fantastic rates, technical & career progression and a lot more benefits! The id
Job Source: Neos Recruitment LtdRegal Brooke Limited
Cardiff
Trainee Investment Manager Are you ready to embark on an exhilarating journey into the dynamic world of investment management? We are seeking highly motivated individuals with a passion for finance and a hunger for success to join our prestigious graduate training programme as Trainee Investment Managers. This is an extraordinary opportunity to ki
Job Source: Regal Brooke LimitedCardiff
Trainee Financial Advisor
Location: Nationwide (Multiple office locations)
Are you passionate about finance and eager to embark on a rewarding career in the financial services industry? Look no further! We are currently seeking enthusiastic individuals to join our dynamic team as Trainee Financial Advisors. This is a remarkable opportunity to gain hands-on experience, receive comprehensive training, and build a successful career in the world of finance. With offices located nationwide, you'll have the chance to work in various regions and broaden your expertise.
Responsibilities:
Training and Development: Engage in a comprehensive training program designed to equip you with the knowledge and skills required to excel in the financial advisory field. You will learn about investment products, financial planning strategies, risk assessment, and client relationship management.
Client Support: Collaborate with experienced financial advisors to provide exceptional support to clients. Assist in analysing client portfolios, conducting research, and preparing financial reports. Contribute to developing tailored investment strategies to help clients achieve their financial goals.
Relationship Building: Cultivate strong relationships with clients by actively engaging with them, understanding their financial aspirations, and providing personalised advice. Collaborate with a team of professionals to ensure exceptional service delivery and client satisfaction.
Market Research: Stay up-to-date with industry trends, market conditions, and regulatory changes that may impact clients' investments. Continuously expand your knowledge and understanding of financial products and services.
Compliance and Ethics: Adhere to regulatory guidelines and maintain the highest ethical standards when dealing with clients' financial information. Ensure compliance with all relevant policies and procedures.
Requirements:
Bachelor's degree in Finance, Business, Economics, or related field (or in the final year of study)
Passion for finance and investment management
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to work effectively in a team-oriented environment
Demonstrated self-motivation and eagerness to learn
Ethical mindset and commitment to maintaining client confidentiality
Flexibility to work in various office locations nationwide
Benefits:
Comprehensive training program to enhance your financial knowledge and skills
Mentorship from experienced financial advisors to guide your professional growth
Competitive salary and performance-based incentives
Opportunities for career advancement and specialisation in specific financial areas
Access to a wide range of investment products and resources
Collaborative and supportive work environment
Health insurance and retirement benefits
Nationwide office locations for diverse work experiences
Join our team of passionate professionals and embark on a rewarding journey as a Trainee Financial Advisor. Apply now to take the first step towards a successful career in the financial services industry!
Trainee Financial Advisor jobs in Cardiff
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