Graduate / Trainee Financial Advisor

Farnham, Surrey, England
£26000 - £28000 per annum
15 Sep 2017
13 Oct 2017
Recruitment Genius Ltd
Contract Type
Full Time
This is an exciting opportunity to join a rapidly growing Wealth Management firm in Central Farnham.

Excellent salary and benefits package with strong scope for financial progression on qualifying

They are looking for a strong Financially focused Graduate to join their team and truely learn all aspects of Wealth Management whilst studying for a Level 4 Diploma in Regulated Financial Advice. The Firm will fully finance and support the course.

The Role:
- Learning their business processes and all aspects of Wealth Management
- Attending client meetings
- Researching options for our clients
- Preparing detailed financial reports for clients

Key skills:
- Economics/ Business/ Finance/ Maths Graduate or equivalent
- Excellent proven communication skills - written and verbal
- Friendly and confident team player
- Ability to work with confidential client matters
- Ability to learn and retain financial information quickly
- Advanced user with Excel and other MS Office

Apply for Graduate / Trainee Financial Advisor

Already uploaded your CV? Sign in to apply instantly


Upload from your computer

Or import from cloud storage

Your CV must be a .doc, .pdf, .docx, .rtf, and no bigger than 1MB

4000 characters left

By applying for a job listed on you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please email us.