graduate financial advisor in bristol

posted
job type
permanent
salary
£ 21,000 per year
apply now

job details

posted
location
bristol
job category
graduate
job type
permanent
salary
£ 21,000 per year
reference number
31418161
phone
01625 255 255
apply now

job description

Job Title: Graduate Financial Advisor
Location: Bristol
Salary: £21,000 (£25K OTE)
REF: J008768:BRI:GFA
Sector: Finance

Our multi-award winning, family run client has been delivering wealth management services to a broad client base for over 30 years. They’re now looking for an ambitious Graduate Financial Advisor with ambition!

Benefits/What you get: 
  • A competitive basic salary of £21,000
  • Y1 OTE of £25K!
  • Full, bespoke training
  • Company holidays that reward success
  • An inclusive atmosphere with regular socials
  • Excellent career and earning potential – your additional qualifications are paid for by the business!
  • Fun offices in a highly sought after Bristol location
The successful candidate will receive full training, with your CII exam fees taken care of by the company! As a Trainee Financial Advisor, the successful candidate will initially operate on the help desk, dealing with customer enquiries. You’ll then shadow fully fledged advisors, supporting them on projects, writing reports and performing account assessments. The successful candidate will train on the job – as they progress they will look to connect with high profile key decision makers that manage large assets.

The successful graduate, as well as obtaining an invaluable footing in the financial sector, will enjoy a social, inclusive atmosphere in a graduate orientated business! 

The Role:
  • Obtain a thorough knowledge of the company and its service offering
  • Deal with inbound and outbound customer enquiries
  • Write reports, perform account assessments and shadow advisors in order to support them on projects and assist with your learning
  • Contact and develop relationships with high profile individuals that hold large assets
  • Complete your CII exams
You:
  • Educated to degree level
  • Excellent interpersonal and communication skills
  • Team orientated
  • A discernible interest in finance
  • A mathematical or analytical degree is beneficial, though not essential
Next Steps: 

If you require this job specification or to apply in an alternate format please visit the pareto website.

(Please note that due to the high volume of applications we receive we are unable to contact all applicants directly. If you haven’t heard from us within 28 days please consider your application to have been unsuccessful.)