Apprentice Financial Adviser

Recruiter
Fish Financial Limited
Location
Farnham
Salary
£245.00 per week
Posted
15 May 2017
Closes
09 Jun 2017
Ref
VAC001229775
Specialism
Finance
Sector
Unspecified
Role Type
Apprenticeship
Start Date
June
Duration
Permanent
An exciting and busy role that will involve shadowing advisers, compliance monitoring and client meetings.

· Shadowing Advisers to learn the full process of the role and then in turn carry out all functions of the advice process inc

· Research of clients existing policies

· Compliance monitoring

· New business cycle- monitoring and reporting and writing

· Preparation of client portfolio reviews

· Use of Voyant Cash flow modelling software tools

· Use of FE Analytics investment research tools

· Report writing.

· Client Meetings

Requirements and prospects Desired skills

Computer Literate. Team player

Personal qualities

Willing to learn and work as part of a small but growing team, enthusiastic and flexible.

Qualifications required

4 GCSE's at C or equivalent or above including English and Maths

2 A-Levels or equivalent at C or above

Future prospects Possibility of a full-time position upon satisfactory completion of apprenticeship

Things to consider Pay scales as above with the possibility of pay increases that maybe following completion of exams or inhouse milestones.