Trainee Financial Adviser

Date Posted: 09/01/2018

Location: Aberdeen / Inverurie

Job Description

Position Type: Full time / Permanent

Aberdein Considine is looking for a Trainee Financial Adviser to join their team and offers the right candidate an outstanding opportunity to progress their own career.

KEY RESPONSIBILITIES

  • Prospect / contact potential clients in accordance with the firm’s business plan / supervisor’s guidance
  • Ensure sufficient client information obtained and analyse information gathered
  • Undertake sufficient product and market research
  • Ensure suitable recommendations are made
  • Ensure all supporting documentation is maintained
  • Attain and maintain level of competence as required by the firm
  • Maintain all standards of performance as required by the firm
  • Ensure relevant CPD is maintained and recorded accurately

Requirements

QUALIFICATIONS

Essential          
  • Working towards the requisite technical knowledge and qualification (e.g. QCA Level 4 exams)
SKILLS AND EXPERIENCE

Essential

  • Working within the financial or sales sectors
  • Excellent written and oral communication skills
  • Ability to work on own initiative
  • High attention to detail
  • Organised
  • Full UK Driving Licence
KNOWLEDGE

Essential

  • Detailed knowledge and understanding of the compliance procedures including record keeping requirements

Desirable

  • Experience of the IFA sector


How Do I Apply?

Online: Application Form

Download: Application Form

E-mail: recruitment@acandco.com

Mail: Human Resources Department
Aberdein Considine
5 - 9 Bon-Accord Crescent
Aberdeen
AB11 6DN