Company Description
WALMSLEY BAKER (UK) LIMITED is a financial services company based in Truro, United Kingdom. The company specializes in providing tailored financial solutions to its clients. Located in Truro, WALMSLEY BAKER emphasizes personalized customer service and financial advice to help clients achieve their financial goals.
Role Description
This is a full-time, on-site role for a Trainee Financial Adviser, located in Truro. The Trainee Financial Adviser will be responsible for assisting in the development of financial plans, providing advice on investments and retirement planning, and working closely with clients to help them manage their finances effectively. Day-to-day tasks include conducting financial analysis, preparing reports, and supporting senior advisers in client meetings.
Qualifications
* Skills in Financial Planning and Finance are not neccesary
* Experience or knowledge in Retirement Planning and Investments
* Ability to provide Financial Advisory services
* Strong analytical and numerical skills
* Excellent communication and interpersonal skills
* Degree in Finance, Economics, Business, or a related field preferred
* Relevant certifications or progress towards financial advising qualifications is a plus