Trainee Financial Advisor

25000.00 - 25000.00 GBP Annual + GBP25000/annum
19 Jun 2017
17 Jul 2017
Contract Type
Full Time
Trainee Financial Adviser
GBP25,000 basic + bonus and benefits

We are currently recruiting for a Trainee Financial Adviser on behalf of a Cheshire based pension specialist operating in the niche SIPP market.

Initially a desk based role providing a support to the existing advisors and to learn and develop into a qualified advisor in due course. Dealing with incoming telephone enquiries, making outbound telephone calls to providers to chase up transfers or business completion, communicating with financial advisors and providers where required, setting up internal records, file and commission reviews, updating internal records, compliance and customer satisfaction calls and general administrative duties. Structured training after probationary period to move toward qualified adviser status.

You will have at least 2 years' experience within the financial services market, moving toward or having attained the level 4 diploma in financial services, but must have the RO1 qualification already. A good knowledge of pension products would be advantageous as would an understanding of pension transfers. However, good communication skills and an excellent telephone manner are a prerequisite for this opportunity.

Ginger Recruitment is an independent North West recruitment consultancy, based in Ribchester. Servicing the East Lancashire and Ribble valley areas, we aim to build long-term relationships with clients and candidates to help find the right person for the vacancy. So if its the next step on the career ladder or a complete career change, Ginger Recruitment can help. One of our experienced and REC qualified recruitment team can advise you on our current vacancies as well as any other recruitment enquiries you may have.

Unfortunately, due to the high volume of applications we receive per vacancy, we are unable to respond to every candidate personally and so if you have not heard back from us within 7 days, please consider your application unsuccessful