Self-Employed Trainee Financial Advisor: Client Growth

Littlewick Wealth Management Ltd; Chobham; On-site; GBP 25,000 - 42,000; Full time

Benefits offered by this job

Full administration support

Dedicated paraplanning support

Lead generation assistance

Marketing

Operational support

Proven advice processes and modern技术

Job summary

Littlewick Wealth Management Ltd is expanding its client base and seeks a Self Employed Trainee Financial Adviser to focus on developing client relationships and delivering tailored financial advice.

You will benefit from comprehensive back-office support, lead generation, marketing and ongoing training while you build your own portfolio and work with a supportive team to achieve excellent client outcomes.

Qualifications

• Level 4 Diploma qualified (or equivalent) / Working towards Level 4 status.
• Strong relationship-building and client management skills.
• Proactive approach to business development.
• Ambition to grow within a progressive and supportive environment.

Responsibilities

• Managing and developing relationships with a client bank
• Identifying new business opportunities within existing client relationships
• Building and growing your own portfolio of clients
• Delivering holistic financial advice tailored to client needs
• Working collaboratively with an experienced support team

Skills

Relationship building

Client management

Business development

Proactive

Education

Level 4 Diploma or equivalent

Working towards Level 4 status

Job description

Littlewick Wealth Management Ltd is expanding its client base and seeks a Self Employed Trainee Financial Adviser to focus on developing client relationships and delivering tailored financial advice.

You will benefit from comprehensive back-office support, lead generation, marketing and ongoing training while you build your own portfolio and work with a supportive team to achieve excellent client outcomes.