Trainee Financial Advisor
- Recruiter
- Anonymous
- Location
- Witney
- Salary
- 22000.00 - 25000.00 GBP Annual
- Posted
- 28 Sep 2018
- Closes
- 24 Oct 2018
- Sectors
- Banking & Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
Role - Trainee Financial Advisor
Ref.No - AC29
Location - Witney, Oxfordshire
Salary - GBP22,000 - GBP25,000 pa + Quarterly Bonus
Job Type - Permanent
Status - Full-Time (9am - 5:30pm)
Are you a Graduate looking to work for a highly regarded and well-established company as a Trainee Financial Advisor?
Would you like the opportunity to develop professionally, build on your knowledge and widen your skill set? Atlas Employment are pleased to be teaming up with a client based in Witney, Oxfordshire. They require a recent graduate looking to progress as a Financial Advisor, where you will gain Financial Advisory qualifications and learn from someone with many year's experience within the sector.
If so, please see the fantastic opportunity we have below!
What will I be doing?
* Preparation for client meetings, including researching the products clients currently have and looking at suitable alternatives
* Maintaining client files of paper and electronic format on a daily basis
* Prepare prospect /clients files for face to face meetings
* Prepare reports and literature for proposals
* Liaise with Banks, Building Societies, Solicitors and Accountants
* Be a first point of contact to all client queries
I should apply if I have???
* Graduated in a relevant subject
* Strong attention to detail
* Highly organised
* Previous experience of client handling, either face to face or on the phone
* Good listener
* Enjoy resolving problems for clients
Easy transport routes from; Eynsham, Witney, Swindon, Abingdon, Oxford, Wantage, Kidlington, Woodstock, Farringdon, Didcot, Chipping Norton
If you think you may be a suitable candidate for this, please contact Annette Caswell at Atlas Employment, on (Apply online only)
Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and abilities to perform the duties of the job
Ref.No - AC29
Location - Witney, Oxfordshire
Salary - GBP22,000 - GBP25,000 pa + Quarterly Bonus
Job Type - Permanent
Status - Full-Time (9am - 5:30pm)
Are you a Graduate looking to work for a highly regarded and well-established company as a Trainee Financial Advisor?
Would you like the opportunity to develop professionally, build on your knowledge and widen your skill set? Atlas Employment are pleased to be teaming up with a client based in Witney, Oxfordshire. They require a recent graduate looking to progress as a Financial Advisor, where you will gain Financial Advisory qualifications and learn from someone with many year's experience within the sector.
If so, please see the fantastic opportunity we have below!
What will I be doing?
* Preparation for client meetings, including researching the products clients currently have and looking at suitable alternatives
* Maintaining client files of paper and electronic format on a daily basis
* Prepare prospect /clients files for face to face meetings
* Prepare reports and literature for proposals
* Liaise with Banks, Building Societies, Solicitors and Accountants
* Be a first point of contact to all client queries
I should apply if I have???
* Graduated in a relevant subject
* Strong attention to detail
* Highly organised
* Previous experience of client handling, either face to face or on the phone
* Good listener
* Enjoy resolving problems for clients
Easy transport routes from; Eynsham, Witney, Swindon, Abingdon, Oxford, Wantage, Kidlington, Woodstock, Farringdon, Didcot, Chipping Norton
If you think you may be a suitable candidate for this, please contact Annette Caswell at Atlas Employment, on (Apply online only)
Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and abilities to perform the duties of the job