Trainee Finance Advisor Location: UK Are you ready to take the first step towards a rewarding career in financial advisory? Join our dynamic team as a Trainee Finance Advisor and develop the expertise needed to guide clients through their financial journeys. This role offers comprehensive training, hands-on experience, and the opportunity to grow within a leading organisation. About the Role As a Trainee Finance Advisor, you will: Learn and Grow: Participate in a structured training programme to gain in-depth knowledge of financial advisory services, including budgeting, investment planning, and retirement strategies. Support Clients: Assist senior advisors in analysing clients’ financial situations, creating tailored strategies, and preparing recommendations to help them meet their financial goals. Build Relationships: Develop meaningful connections with clients, understanding their unique financial needs, and providing exceptional service that fosters trust and loyalty. Stay Informed: Keep up-to-date with market trends, financial regulations, and product innovations to ensure your advice remains relevant and impactful. Uphold Standards: Adhere to industry regulations and maintain high ethical standards while handling sensitive financial information…
Contact Detail:
Regal Brooke Limited Recruiting Team