The Opportunity
Our client, a Leading Financial Brokerage firm is looking to recruit a Junior Financial Advisor to join their growing team.
The role requires someone who is self-motivated and whose ambition is to work as a trusted professional advisor for clients in managing their wealth. The role will involve working with clients to help them realise their financial goals.
The successful candidate will need to have the ability to work independently and proactively anticipate client and team needs.
Ideal for someone who is looking to pursue their career in a Brokerage or get into Life and Pensions.
The Role:
- Providing support to a team of experienced. Financial advisors
- Management of new investment and pension applications
- Preparing presentations, reports and advice to corporate and personal clients and potential clients
- Handling of general inbound queries
- Knowledge of CPC, anti money laundering and data protection is desirable
- Providing financial advice mainly on pensions and investments
- Assisting with Business Development
- Developing sales proposals and presentations
Requirements:
- Previous experience working in a Financial Services Role
- QFA or willingness to sit exams
- Looking for someone who is self motivated and can work on their own initiative.
- The successful candidate must have good interpersonal skills
Benefits:
- Competitive Salary
- Inclusion in company Pension Scheme
- Death in service
- Life assurance
- Generous Annual Leave
- Good Company Culture
- Progression Opportunities
- Assisted Learning and Exam Support
