Trainee Financial Advisor

Posted on Jun 10, 2019 by CV-Library

Tyne & Wear, United Kingdom
Call Center & Customer Service
Immediate Start
£18k - £18k Annual
Salary: £18,000 pa + monthly bonus scheme upon passing 3 month probation

Full-time / Permanent, Monday to Friday

Are you looking for a career in finance? If the answer is yes, Netwirking Recruitment are pleased to be working with an award-winning financial services company in Newcastle upon Tyne looking to employ it's future Financial Advisor's.

No formal qualifications are needed as attitude, personality and work ethic are the most important.

This role is ideal for a recent graduate looking for a career within financial services or for somebody who would like a change of career and is willing to put in the work.

This is a full time, permanent position and will require someone who is fully committed.

How it works?

You will join their successful academy studying 2 days a week on site and working within the business the other 3 days of the week. All of which you are fully paid.

The academy will run for a total of 18 to 24 months which by the end of it you will take your exams and come out with a level 4 qualification in finance which is the minimum requirement for someone looking to work and give financial advice.

Upon completion, you will then be moved into a team full time and your salary will also be increased.

As part of the academy, you will be working full-time and be expected to do the following gaining vital experience working within a financial industry;

Primary responsibilities;

* Provide a high level of service to clients.

* Dealing with clients on a daily basis over the phone, face to face, email, secure mail or video call.

* Updating the internal system and recording accurate data.

* Supporting clients with everyday tasks.

* Work alongside the in-house financial advisers.

* Transferring their investments from their current provider to my clients portfolios.

* Setting up new accounts

Requirements needed;

* Excellent work ethic

* Great customer service

* Professional and presentable

* Career focused

* Team Player

* Knowledge of the finance industry (added benefit but not essential)

There will be a recruitment day on the 19th June for the successful applicants so if you are interested in the above role, please apply now

Reference: 210190882

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