Aspiring Financial Adviser: High-Net-Worth Client Focus

CV Elite Limited; Beaconsfield; On-site; GBP 68,000 - 83,000; Full time

Benefits offered by this job

28 days holiday

Bank holidays

Early finish Friday

Pension

Free parking

Bonuses and shares in the business

Job summary

Austyn Smith Associates, an award-winning independent wealth management firm in Beaconsfield, seeks a Trainee Financial Adviser who will support client relationships and assist in delivering goals-based financial planning. You will learn alongside the Director and principal Adviser, with progression to independent advisory duties as you develop.

The role is employed and primarily office-based with opportunities to engage a portfolio of high-net-worth clients in a supportive, growth-oriented

Qualifications

• Experience in a financial advisory environment or in professional services with intent to transition into financial advice.
• Part or full Level 4 Diploma (DipPFS or equivalent) preferred.
• Strong interpersonal and written communication skills.

Responsibilities

• Attend client meetings and build relationships with high-net-worth clients.
• Prepare recommendations and provide ongoing financial planning support.
• Develop expertise to eventually take full responsibility for advisory services.

Skills

Client relationship

Communication

Team collaboration

Education

DipPFS or equivalent

Job description

Austyn Smith Associates, an award-winning independent wealth management firm in Beaconsfield, seeks a Trainee Financial Adviser who will support client relationships and assist in delivering goals-based financial planning. You will learn alongside the Director and principal Adviser, with progression to independent advisory duties as you develop.

The role is employed and primarily office-based with opportunities to engage a portfolio of high-net-worth clients in a supportive, growth-oriented