Financial adviser apprenticeship Work, Jobs in Preston, Eng (with Salaries)

Financial adviser apprenticeship
Q4 —Blackburn
- £12.50 - £13.80 an hour
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
- Free parking
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Financial adviser apprenticeship
Q4 —Blackburn
Offer expert advice on a range of financial products and services aligned with clients’ needs. Maintain up-to-date knowledge of financial markets, regulations,…
£12.50 - £13.80 an hour
Quick apply
Risk Assurance and Advisory Assistant
Menzies LLP —Manchester
✔️ Minimum of 2 x A levels (A-C) and one other A level or equivalent. As part of this opportunity, you’ll receive full support to study towards a recognised…

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Financial adviser apprenticeship

Q4 -
Blackburn

Quick apply

Job details

Full-time
£12.50 - £13.80 an hour

Benefits

Free parking
Casual dress
On-site parking

Qualifications

Financial planning
GCSE
Organisational skills
Financial services
Estate planning
Communication skills
Certificate in Insurance

Full job description

Overview

We are seeking a dedicated and knowledgeable Financial Adviser to join our team. The successful candidate will provide expert financial advice and planning services to clients, helping them achieve their financial goals. This role offers an excellent opportunity for individuals passionate about the financial services sector and committed to delivering personalised solutions. The position is paid, including internship opportunities, and requires a professional approach with a focus on client satisfaction.

Responsibilities

Analyse clients’ financial situations and understand their short-term and long-term objectives
Develop tailored financial plans covering investments, savings, retirement, insurance, and estate planning
Offer expert advice on a range of financial products and services aligned with clients’ needs
Maintain up-to-date knowledge of financial markets, regulations, and new product offerings
Build and sustain strong client relationships through regular reviews and ongoing support
Assist clients in understanding complex financial concepts in clear, accessible language
Keep detailed records of client interactions, recommendations, and transactions in compliance with regulatory standards

Skills

Proven experience or strong interest in the financial services industry
Solid understanding of financial planning principles and practices
Excellent communication skills with the ability to explain complex information clearly
Strong organisational skills with attention to detail
Ability to build trust and rapport with diverse clients
Professional certification or willingness to pursue relevant qualifications is desirable but not essential

This role offers a rewarding career path for individuals eager to make a positive impact on clients’ financial wellbeing through expert advice and personalised planning.

Pay: £12.50-£13.80 per hour

Benefits:

Casual dress
Free parking
On-site parking

Work Location: Hybrid remote in Blackburn BB2

Quick apply

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financial adviser apprenticeship jobs in preston, eng

Financial adviser apprenticeship

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