NC Associates

Job Title: Trainee Financial Advisor

Salary: £21,000 to £24,000

Location: Ilkley, Leeds

Study support towards FPC

There are banking sales for sales sake and banking sales that are for the true end benefit of the customer.

If you want to sell with honesty and integrity, rather than be forced to push a product or service for the benefit of organisation, then read on banking professionals, this employer is all about the honest sale and been a bridge to the right product and service.

Are you looking for or currently on the journey to becoming a qualified Financial Advisor?

This amazing banking client have got their thinking caps on and created a new role within their UK wide group. Financial Planning Consultant.

The role will bridge the gap between their branch based Financial Advisers and the customer, providing crucial support resulting in a seamless customer journey.

The role details

On a typical day you’ll be taking customers though our branch Review journey, talking to them about their financial needs and looking for opportunities to refer them to the Financial Adviser.

You’ll dig deep into the ‘who, what, where, when and why’, capturing the relevant information the Financial Adviser needs to prepare for their appointment.

You’ll be the ‘go to’ colleague in the branch for customer enquiries and be a key point of contact for financial advice customers.

What we need you to be:

  • We’ll be relying on your brilliant people skills and ability to manage a demanding caseload
  • You do need to be an experienced customer-facing banking or financial services professional, looking to grow your career.
  • You’ll have a genuine interest in people, an eye for an opportunity and meticulous attention to detail.

We expect this role to be snapped up quickly. Don’t delay in submitting your CV. If you don’t hear back from us within 72 hours of your application, please assume you have not hit our benchmark for consideration.