Join Our Team as a Junior Financial Advisor
Our client, a leading financial brokerage firm, is seeking a self-motivated and ambitious individual to join their team as a junior financial advisor.
The Role:
* Providing support to a team of experienced financial advisors
* Management of new investment and pension applications
* Preparing presentations, reports, and advice to corporate and personal clients and potential clients
* Handling of general inbound queries
Requirements:
* Previous experience working in a financial services role
* QFA or willingness to sit exams
* Good interpersonal skills
Benefits:
* Competitive salary
* Inclusion in company pension scheme
* Death in service life assurance
* Generous annual leave
* Good company culture
* Progression opportunities
* Assisted learning and exam support
As a junior financial advisor, you will be responsible for managing new investment and pension applications, preparing presentations and reports, and providing financial advice on pensions and investments. You will also assist with business development and develop sales proposals and presentations.
To succeed in this role, you must have previous experience working in a financial services role, QFA or willingness to sit exams, and good interpersonal skills. If you are self-motivated and can work independently, this could be the perfect opportunity for you to pursue your career in a brokerage or get into life and pensions.