Role:

Do you hold DipPFS and are keen to move within Financial Services, into a Trainee Adviser role?Our Client, located in Newcastle upon Tyne, is offering a superb and rare opportunity for a qualified individual to progress their career. The individual will have access to their Financial Services Academy and funded training programmes.The role will entail maintaining regular contact with an existing client bank and adding value to the organisation and clients, assisting with their various needs including reconfirming suitability of existing investments and strategies.Responsibilities will include:-* Maintaining client satisfaction and relationships* Conducting periodic suitability reviews over the phone and in-person* Producing suitable recommendations* Seeking out new opportunities to assist clients* Generating referrals and testimonials* Keeping up to date with financial products and legislation and maintain technical knowledge* Comply with FCA, Compliance Department, TCF, AML and other regulations* Assist with good customer outcomes, with particular reference to the 5 FCA conduct rules* Any other client servicing duties as may reasonably be required

Qualifications:

DipPFS (or nearing completion)Desire to achieve Chartered status

Candidate Requirements:

• Confident with excellent interpersonal skills
• Team player
• The ability to build and maintain client relationships
• Desire to study and achieve Chartered status

Benefits:

• 35 hour week
• 23 days holiday (increasing each year - possibly negotiable)
• pension
• DIS x4
• annual bonus
• free parking
• study support