Future Chartered Financial Adviser – Trainee

The Private Office LLP; Bath; On-site; GBP 25,000 - 30,000; Full time

Benefits offered by this job

Company discretionary bonus scheme

24 holidays plus additional days paid Christmas shutdown

Company pension scheme

Private healthcare

Wellbeing programme

Job summary

A leading financial advisory firm in Bath seeks a Trainee Adviser to support Sales Managers and Advisers. Responsibilities include preparing client notes, engaging clients, and managing client information. Candidates must have a minimum Level 4 Diploma in Regulated Financial Advice and possess excellent communication skills. The role offers a structured training program and generous benefits, encouraging aspiring financial advisers to develop their skills and reach their full potential.

Qualifications

• Minimum Level 4 Diploma in Regulated Financial Advice required.
• Experience engaging with clients during meetings is essential.
• Technical understanding of advice in Wealth Management is required.

Responsibilities

• Prepare background notes on clients for meetings.
• Engage with clients and update their financial information.
• Assist Advisers and manage client queries efficiently.

Skills

Experience within Private Independent Wealth Management

Excellent interpersonal and communication skills

Ability to explain complex information simply

Ambitious and goal-oriented

Self-motivation

Education

Level 4 Diploma in Regulated Financial Advice

Tools

MS Office

MS Excel

Job description

A leading financial advisory firm in Bath seeks a Trainee Adviser to support Sales Managers and Advisers. Responsibilities include preparing client notes, engaging clients, and managing client information. Candidates must have a minimum Level 4 Diploma in Regulated Financial Advice and possess excellent communication skills. The role offers a structured training program and generous benefits, encouraging aspiring financial advisers to develop their skills and reach their full potential.