Trainee Financial Adviser

Job Ref: LF 26104
Posted: 2023-01-24
Leapfrog Jobs

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

Location

Guernsey, Channel Islands

Responsibilities

Duties will include, but are not limited to;
Assisting Financial Adviser(s).
Performing market research for clients.
Helping maintain information on panel of providers to ensure kept up to date.
Private Medical Insurance – quotes and renewals.
Report Writing.
Policy Applications and queries.
Liaising with providers and clients to assist IFA with client meetings and applications.
General administration and maintenance for client files and records.

Skills / Qualifications

The ideal candidate will have good administration and communications skills and be willing to commit to working towards a Level 4 Qualification (Dip PFS).

How To Apply

For a full job description, please call 711188, or email jobs@leapfrogjobs.com. If you wish to apply, please submit your CV via the Apply Now button below.
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