Trainee Financial Advisor - Chelmsford

TN United Kingdom; Chelmsford; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is offering a fantastic opportunity for those looking to launch their career in finance as a Trainee Financial Advisor. This role provides a structured pathway to becoming a successful independent financial adviser, starting as a support administrator. You will gain hands-on experience while learning about financial products, investment strategies, and client management. Collaborating with experienced advisers will enhance your skills in cashflow planning and effective client communication. With a tailored exam schedule following a probation period, this is the perfect stepping stone into the financial advisory field.

Qualifications

• Knowledge of financial products and investment strategies.
• Experience in client relationship management is beneficial.

Responsibilities

• Making appointments with clients and prospective clients.
• Research on investment systems and preparing client reviews.
• Administrative duties including preparing cashflow reports.

Skills

Microsoft Office knowledge

Strong written communication skills

Strong verbal communication skills

Organisational skills

Planning skills

Financial market knowledge

Experience in a similar environment

Education

University degree in Business/Finance

Job description

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Trainee Financial Advisor - Chelmsford, Chelmsford

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Client:

GCB

Location:

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

aed52f4347c2

Job Views:

6

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

Are you looking to kickstart your career in finance with our client's Trainee Financial Advisor Programme?

This role offers a structured pathway to becoming a successful independent financial adviser. Starting as a support administrator, you’ll gain hands-on experience while building essential knowledge in financial products, investment strategies, and client relationship management. With opportunities to work alongside experienced advisers, you’ll enhance your skills in areas like cashflow planning, effective questioning, and client meetings. Upon successful completion of a 12-week probation period, you’ll begin a tailored exam schedule, guiding you step-by-step toward the qualifications needed for an advisory role.

Join our clients and take the first step towards a rewarding career in financial advice!

Salary package on offer for the role of Trainee Financial Advisor:

• Bonus Structure

Working Hours:

• Monday – Friday
• Office or home-based dependent on location

Requirements for this Trainee Financial Advisor role:

• Microsoft Office knowledge
• Strong written, as well as verbal, communication skills
• Organisational and planning skills
• Financial market and funds knowledge
• Experience in a similar environment
• University degree in Business/ Finance related desirable

Responsibilities of the Trainee Financial Advisor are:

• Making appointments with clients and prospective clients
• Research on the investment systems
• Preparing of client annual review and follow up
• Preparation of analysis of portfolios and funds
• Insurance provider and product research
• Process and procedure updates
• Administrative and compliance duties, including preparing cashflow reports, new recommendation packs and suitability reports
• (If Applicable) Exam training and schedule