Great people. Great companies.

Graduate-Level Financial Adviser

Job Role
Finance Jobs
Contract Type
Date Added
Date Expires
Financial, Professional Services

A progressive financial services company based in Birmingham City Centre are looking for a bright individual to come on board as a trainee financial adviser! This is an amazing opportunity for an individual with a background in economics to get started in an entry level role, with the chance to learn and develop your skill set. Ideal for anyone who wants to work in financial services, this is a great chance to kick-start your career in an environment that will support you!

Within this role, you will have hands on experience learning the financial planning process for various clients, everything from advice reporting, compliance and regulatory guidelines to how to develop unique financial solutions. This opportunity will give you the chance to study for exams alongside your workload and go through the qualification process with the company.

Strong academics and IT skills, an analytical approach, excellent time management and attention to detail is key. If you are interested and think this might be the perfect opportunity for you, please apply online or contact Sharan on 0121_633_4443 to find out more about our registration process!

Katie Bard will be managing your application in accordance with the GDPR and Data Protection Act 2018. Please refer to our privacy notice which will explain how we as an organisation will manage your data on our website. If your application is successful, we will contact you and manage your personal data in accordance with the guidelines of GDPR. If your application has been unsuccessful, we will delete your application within 6 weeks and all record of your data.

If you are already registered with Katie Bard, please contact your consultant directly. Katie Bard is an Equal Opportunities Employer. Katie Bard is acting as an employment agency.

For further information how Katie Bard acts as an employment agency or as an employment business see our legal information.

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