Trainee Financial Adviser

Job Ref: LF 24339
Posted: 2022-01-06
Leapfrog Jobs

A great role for someone who is looking to start their career with full support from the company and on the job training to become a key player within the company.

If you are a confident individual with previous office experience and are looking for a change in career with the opportunity to undertake professional study, then this could be the ideal role for you.

Location

Guernsey, Channel Islands

Responsibilities

Duties for this placement will include, but will not be limited to:

Assisting Financial Adviser(s).
Helping with client Fact Finding.
Performing market research for clients.
Assisting with Private Medical Insurance, including quotes and renewals.
Undertaking Report Writing.
Assisting with Policy Applications and queries.
Liaising with providers and clients to assist IFA with client meetings and applications.
Contacting clients for reviews.
Ensuring files are maintained and in good order (with assistance from IFAs).
Undertaking general administration and maintenance for client files and records.

Skills / Qualifications

Proven relationship building skills with a commitment to working towards a Level 4 Qualification (Dip PFS) and a results focused approach, along with good organisation, communication skills and a confident telephone manner and the ability to work as part of a team as well as using your own initiative.

How To Apply

For a full job description or further information on this role please call 711188, or email jobs@leapfrogjobs.com.

If you wish to apply for this role, please submit your CV via the Apply Now button below.
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