Trainee Financial Adviser

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

The Role

I am recruiting a Trainee Financial Adviser on behalf of Austyn Smith Associates, an award winning, independent Financial Advice firm, based in Beaconsfield, Buckinghamshire (HP9).

The Opportunity

Working alongside Austyn Smith, the Director and principal Adviser, you will attend client meetings, building relationships and preparing recommendations and, when your skills and experience allow, take full responsibility for providing clients with an exceptional financial planning service. This is an employed Trainee Financial Adviser role, where you will be servicing an established portfolio of high-net-worth clients – there is no requirement to sell as the business continues to grow through reputation and recommendation.

The Person

We will consider both candidates who have experience gained working in a financial advisory environment (perhaps as a Financial Planning Assistant, a Paraplanner, an Associate Financial Planner or a recently qualified Financial Adviser who is looking for an employed role in a goals based Financial Planning firm) AND career changers, who have a wealth of experience gained in a professional services environment and who can demonstrate a commitment to transitioning into Financial Advice.

The successful Trainee Financial Adviser will be passionate about making a difference to peoples’ lives - intelligent, keen to learn, proactive, and detail orientated. They will be a warm relationship builder, confident, empathetic and emotionally intelligent with the ability to communicate complex matters simply, building trust and engendering confidence.

Salary and Benefits

Salary: up to £75,000 (dependant on experience)

• 28 days holiday
• bank holidays
• early finish Friday
• pension
• free parking
• the opportunity for bonus and shares in the business

rewarding your commitment and the contribution you make.

Location

As the majority of client meetings are held in the office, the successful candidate will be located within an easy commute of Beaconsfield (HP9) – the offices are beautiful (a spacious, air-conditioned converted barn in a countryside location, only 2 miles from Beaconsfield and with easy access to the M40). Free parking is provided.

The Company

Austyn Smith Associates is an award winning (Professional Adviser’s Firm of the Year and Citywire’s Top 100 Firm), independent wealth management and financial planning firm. They deliver goals-based life planning and financial strategy, helping business people, entrepreneurs and retirees improve their lives on both a financial and personal level. They advocate cautious wealth management, providing their clients with clarity, reassurance and peace of mind.

Skills and Experience Required

• Experience gained in a financial advisory environment OR a wealth of experience gained in a professional services environment, with a commitment to transitioning into financial advice.
• Intelligent and keen to learn, preferably part or fully level 4 Diploma qualified (DipPFS or equivalent).
• A skilled client relationship builder with exceptional interpersonal skills, who is confident, caring, trustworthy and emotionally intelligent.
• An exceptional communicator, both verbally and in writing.
• A proactive team player who is analytical, organised, with a keen eye for detail.