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Trainee Financial Adviser - Bridging - Level 4 Qualified

Remote: 
Full Remote
Contract: 
Full time
Work from: 
United Kingdom

Offer summary

Qualifications:

Level 4 qualification in financial advice or equivalent., Strong analytical skills and attention to detail., Excellent communication and interpersonal skills., Ability to work independently and as part of a team..

Key responsibilities:

  • Assist clients in understanding financial products and services.
  • Prepare financial plans and reports for clients.
  • Conduct market research to identify potential investment opportunities.
  • Attend client meetings and provide ongoing support.

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