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JohnstonGreer
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Cardiff, South Glamorgan
Trainee Financial Adviser
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Job Type: Full-time |
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Salary: £30,000 per annum |
Overview
Trainee Financial Adviser Basic: £30,000 to £35,000 Our client is a financial planning service providing clients with advice and make recommendations on ways to best utilise their assets to achieve their objectives. They achieve this by underpinning advice with cashflow analysis. As a professional, a Financial Planner can then offer expert advice on suitable, investments, protection, tax pensions and mortgages and creates a valuable financial plan for a client, which will enable them to achieve their objectives. A Trainee Financial Planner will look to progress towards this role within an agreed period, undertaking a mixture of client advice, shadowing and Paraplanning tasks in order to support the Financial Planners within the firm and their clients. Opportunity for an enthusiastic and confident individual to join the team. You will be provided with a customer database which you will build upon. You will receive ongoing support, guidance, training and development in our processes, systems and products to help you succeed in your role. You will be responsible for managing your daily activities and diary as well as being part of a successful team of Financial Advisers. JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Mortgage, Pension and Wealth sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.