Walmsley Baker UK Ltd is a firm of Independent Financial Advisers that have been operating in Cornwall for many years. We are looking to take on a candidate for a Trainee Adviser role.
No previous experience is required as training will be provided. Salary will be dependent on experience.
This role offers the opportunity to gain a fully funded Diploma in Regulated Financial Planning from the Chartered Insurance Institute, which the candidate will complete as part of their employment with us.
This is a full-time position located at our office in Truro.
Monday - Thursday: 08:45 - 17:00
Friday: 08:45 - 15:45
Responsibilities:
- Answering calls and emails in a professional manner
- Report writing
- Organising and booking client appointments
- General administration duties
Requirements:
- Strong literacy and numeracy skills
- High attention to detail
- Punctual & Professional
- Excellent communication skills
- Computer literate
- GCSE Qualifications
Job Type: Full-time

Benefits:

• Company pension
• Employee mentoring programme
• Financial planning services
• Referral programme

Work Location: In perso

Please refer the Job description for details