Cardiff accounting / finance / banking

Trainee Financial Advisor

Date posted: Thursday 8th October

Location: Cardiff

MAXIMIZE YOUR CAREER!
Find out why growing numbers of successful Financial Services Professionals are choosing you to join our team. We value and reward high-performers with comprehensive marketing programs, professional consultative services and technical expertise that are innovative and unmatched in the industry.
We appeal to all customer service orientated persons and call centre sales agents,in search of a new career in the Financial Services sector. We have a number of employment opportunities available in the financial industry.
This position engages in:

· Activities to determine a client’s investor profile, financial resources objectives, time horizon and preferences.

· Providing advice and guidance to clients on investment and related wealth management strategies.

· Recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences;

· Planning and management of resources (time, people, budget) to run a productive practice, on both a day-to-day and longer-term plan.

· Providing existing and prospective clients with information regarding a wide range of financial products and services.

· Establishing and maintaining relationship with Management team and informing management of any
circumstances that require supervisory attention/review/approval as per compliance guidelines and policies.

Experience & Qualifications
·A strong team player
·Dynamic and self motivated
·CeMAP /CEFA /FPC Qualified
SALARY:
·Basic Salary £19,000-£24,000
·Negotiable Realistic OTE up to £30,000
·Permanent Position

If you unfortunately do not hold the CeFA regulation, our Training Department can provide the necessary training,that is needed to obtain this qualification.