Trainee financial advisor Work, Jobs in Farnborough, Ham (with Salaries)

Trainee Financial Advisor
Robertsons & Crawford —Wokingham
- £30,000 - £34,000 a year
- Full-time
- English
- In-person
- Communication skills
- Annual leave
Quick apply
L&D Coordinator (12 Month FTC)
Menzies LLP —Staines-upon-Thames
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Outlook
- Databases
Partner
DMH Stallard —Guildford
- Hybrid work
- Business development
- Team management
- Mentoring
Senior Capital Projects Construction Manager
Berkshire Healthcare NHS Foundation Trust —Maidenhead
- £59,798 - £67,020 a year
- Full-time
- No degree
- Contracts
- Budgeting
- Free parking
- Annual leave
2h

Discover related jobs

Based on your search for trainee financial advisor jobs.

Part Time Paraplanner
Merryoaks Property Finance —Fleet
We are a specialist property finance and mortgage brokerage looking to hire reliable, detail-oriented Part Time Paraplanner to support senior brokers with the…
£20,000 - £25,000 a year
Quick apply
6d
Financial Protection Administrator (Part Time)
ES/SDL Financial —Aldershot
This is a flexible part-time role that would suit someone returning to work after a career break, someone looking to reduce their hours, or an experienced…
£8,000 - £13,500 a year
Quick apply

I want to receive the latest job alerts for trainee financial advisor in farnborough, ham

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

trainee financial advisor jobs near farnborough, ham

Marketing Coordinator jobs in London

Learning And Development Coordinator jobs in Swansea Bay

Learning And Development Coordinator jobs in Brentwood

Clinical Research Coordinator jobs in Manchester

Learning And Development Coordinator jobs in Droitwich Wr9

Sales Development Representative jobs in Birmingham

Clinical Trial Coordinator jobs in London

Learning And Development Coordinator jobs in Barnsley

Financial Advisor jobs in Jersey

Financial Advisor jobs in Bath

Financial Compliance jobs in London

Financial Advisor jobs in Peterborough

Financial Advisor jobs in Bolton

Immigration Advisor jobs in London

Senior Project Manager jobs in Glasgow

Senior Project Manager jobs in Portadown

Senior Project Manager jobs in Middlesbrough

Project Coordinator jobs in Manchester

General Manager jobs in Manchester

Project Manager jobs in Norwich

Trainee Financial Advisor

Robertsons & Crawford
Wokingham

Quick apply

Job details

Full-time
£30,000 - £34,000 a year

Benefits

Annual leave
Company pension

Qualifications

Investment
Financial Conduct Authority guidelines
Pension
Driving Licence
Client engagement
English
Relationship management
Communication skills

Full job description

Robertsons & Crawford Ltd, a dynamic, established & fast-growing IFA firm in Wokingham specialising in pensions and investments & IHT planning. We’re currently expanding our advisory team and are looking to appoint an additional Trainee advisor to join our team.

The Role

Initially to support the adviser team in servicing an existing book of business focussing on individual & corporate clients in the region. Assisting in the provision of expert personal, holistic advice to our clients in planning their financial futures whilst guiding them in tax efficiencies & prudent investment choices, while at all times upholding the principles of the firm.

Initially this will be an office-based position with the potential for flexible working hours as you grow in experience & confidence.

This position would suit someone with experience in pensions & investments, who would like to move into an advisor role. We are only considering candidates that have prior experience working in a Pensions and Investments environment.

Minimum requirements

· Level 4 diploma in Regulated Financial Planning (or working towards)

· Experience working within a pensions & investments environment

· A full, unendorsed UK driver’s licence

· Meet all requirements of the FCA fit & proper regulations

· Contactable references

· Candidates based regionally to Wokingham will be given preference.

Personal Attributes

· Tact, trustworthiness & diplomacy

· Exceptional written and verbal communication skills and a strong command of the English language.

· Experience of a variety of software would be beneficial (ie Intelliflo, MS Office, etc…).

· Be comfortable working on own initiative, setting and managing personal goals, directing workflow, and managing often conflicting deadlines.

· Pride in providing excellent service to clients.

· Detail orientated.

· Have active listening skills.

· Be empathetic.

· Be analytically minded.

· Have a full, unendorsed UK Driving License and preferably your own vehicle.

· Have an ethical and customer-focused approach.

Key tasks & Skills:

· Arranging client review meetings, either within an office environment or in clients’ home or business premises.

· Conducting in-depth reviews of clients’ financial circumstances, current provision, and future aims.

· Analysis of information and preparing solutions best suited to individual clients’ requirements.

· Assisting clients in making informed decisions.

· Maintaining positive and profitable long-term relationships with new & existing clients

· Maintaining up to date knowledge of financial products, tax and legislation.

· Upholding and promoting the ideals of the company

Salary & Benefits:

Defined career path to full CAS position

Pleasant working conditions in a small Wokingham based office

Basic salary plus additional fees on new business introduced (uncapped). Potential to earn upwards of £50k annually

Annual Leave: 28 days (pro rata)

Company pension scheme

Financial support for additional qualifications/study

Job Type: Full-time

Pay: £30,000.00-£34,000.00 per year

Experience:

Pensions & Investment: 2 years (required)
paraplanning in a pensions/investment environment: 1 year (preferred)

Licence/Certification:

diploma in Financial Planning or are you working towards it (required)

Work Location: In person

Quick apply

Refine Your Search

trainee financial advisor jobs in farnborough, ham

Trainee Financial Advisor

L&D Coordinator (12 Month FTC)

Partner

Senior Capital Projects Construction Manager

Discover related jobs

I want to receive the latest job alerts for trainee financial advisor in farnborough, ham

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected