Job: Trainee Stockbroker (Bristol Advisory Dealing team)
Summary: Engaging with Inactive clients, helping with team tasks and learning the profession of stockbroking.
Reports to:Branch... Head
1. Contacting and engaging with inactive clients offering the complete wealth management proposition.
2. Actively seek new business through own network, intermediaries and other referrals. Generate and follow up on leads.
3. Offer clients the appropriate service for their requirements based on assessment of financial position. Take into consideration client suitability e.g. PCP's and RPQ's.
4. Be supportive to the team when required.
5. Shadow senior stockbroker to understand company's best practice, procedures and the profession.
6. Understand, learn and adhere...