Trainee Financial Adviser
Job Ref: LF
26104
Posted: 2023-01-24
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.