Trainee Financial/ Mortgage Adviser

  • £20,000 per annum Negotiable
  • Esher, Surrey
  • Roxborough Wealth Management

Roxborough Wealth Management trades from impressive offices in the middle of Esher, Surrey. We are currently expanding and have two exciting opportunities available.

Firstly, a trainee Financial Adviser. We are independent Financial Adviser’s and Wealth Managers and are looking for a trainee to help our experienced Financial Advisers deal with our clients. Full training will be given and for the right candidate we are happy to sponsor appropriate examinations which could lead to being a fully regulated Adviser.

We also have a very busy mortgage department. The successful candidate will work with our Mortgage Advisers and learn all they need to know with regards to helping our clients obtain the right mortgage. Again, for the right candidate, we are prepare to sponsor exams which could lead to eventually becoming a fully regulated Mortgage Adviser.

Skills which will be needed:

• Good telephone manner

• A keen work ethic

• A hard working individual who takes pride in their work

• Have a keen desire to learn new skills

• Good IT skills to showcase

• Some knowledge of the financial services industry would be preferred, but is not essential

• This role may suit a graduate candidate

• The desire to achieve a high income

The starting salary will depend on the candidate but will typically be in the region of £20,000 per annum. The working hours are Monday to Friday 9.00am - 5.00pm although this could be varied dependent on the successful candidate’s personal circumstances.

If you would like to know more about these exciting positions, and feel you might be suitable for one of these roles, please apply using the ‘apply now’ button and send us your CV and we will be in touch soon after.

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