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GradBay
,
Halstead, Kent
TRAINEE FINANCIAL ADVISOR £24K FINANCE SOLUTIONS KENT
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Job Type: Full-time |
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Salary: £20,000 per annum |
Overview
The Business Established in 2007 and having built a network of over 500 registered Independent Financial Advisors this company have established themselves as the UK’s leading specialist in pension transfers. The Job You will join the company as a Trainee Investment Advisor and your responsibilities are set out below. The business provides comprehensive on the job training which is supplemented with shadowing other roles, external training and seminars. In addition, they support trainees with their professional exams (relevant to the job), by reimbursing costs on successful completion. Job Breakdown: • To ensure all client interviews and telephone calls are conducted appropriately • To ensure all administration, i.e. documents and research e.g. fact-finds, reports, suitability and product confirmation letters, are completed in accordance with necessary standards. • To ensure that the business quality standards are achieved i.e. service standards. • Ensure that all work is completed in a timely manner and clients are prioritised based on needs. • To actively build constructive relationships with other members of staff e.g. supervisor, manager, colleague and external colleagues too. • Ensuring all knowledge is kept up to date by referencing pensions publications, attending seminars and undertaking exams. • Ensure that all customers are treated fairly. Who Fits the Bill? • Educated to degree level. • Good time management skills and ability to multi-task and prioritise work. • Strong attention to detail and problem-solving skills. • Good written and verbal communication skills. • Good numeracy. • Comfortable using excel spreadsheets. • Use Transfer Value Analysis System (with training). • Use IRESS/Salesforce database (with training). • Maintain up to date knowledge on pension rules and legislation.