Full Description

Are you an existing Financial Advisor or a trainee who wants to become a qualified Financial Adviser and study for the Diploma in Financial Planning? Our client, a financial services provider, is seeking someone to advise clients of their financial plans and to support the team. Key roles and responsibilities: Trainee Role:Studying for the Chartered Insurance Institute Diploma in Financial planningSupporting the Financial Advisors and Senior Administrators with general administrationAssisting financial advisors with preparation work Admin Role:Providing financial planning advice to new and existing clientsUsing cash flows to forecast lifestyle and retirement goalsDeveloping new business for individual and corporate clients The successful candidate will have excellent communication skills along with good IT and analytical skills. This is an excellent opportunity for someone to start a career as a Financial Advisor or an existing professional qualified to a level 4 status already providing investment and planning advice. To find out more, get in touch to register!

For more information please visit https://situations.gg/jobs/job/j/36190.

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