Trainee Financial Adviser

Broster Buchanan; Blackburn; Hybrid; GBP 26,000 - 36,000; Full time

Job summary

Broster Buchanan is seeking a proactive individual with a genuine interest in financial services and a career in financial advice. The role suits someone from financial services admin, paraplanner, or pensions administration looking to progress toward a regulated adviser.

You’ll support Workplace Pensions and Employee Benefits teams, delivering services to employers and employees. You will work closely with advisers, assisting with pension schemes, governance meetings, and client reviews, while

Qualifications

• Interest in financial services and client-focused mindset.
• Experience in pensions administration or financial services admin.
• Confident with client interaction and group presentations.
• Ambitious to progress professional qualifications.
• Actively pursuing CII Diploma in Regulated Financial Planning (not essential).

Responsibilities

• Support advisers in delivering advice and services to employers and employees.
• Assist with implementation and ongoing management of workplace pension schemes.
• Support pension governance meetings and client reviews.
• Help deliver employee pension workshops and financial wellbeing presentations.
• Assist with setup and administration of employee benefits arrangements.
• Support management of Group Life Assurance, Group Income Protection and Private Medical Insurance schemes.
• Prepare meeting packs, reports and client communications.
• Liaise with pension providers, insurers, payroll teams and HR departments.
• Attend client meetings with advisers and develop trusted relationships with clients.
• Observe meetings to assist with personal development and progression.

Skills

Client service

Communication

Organisation

Professionalism

Public speaking

Team player

Learning mindset

Proactivity

Pensions knowledge

Education

CII Diploma in Regulated Financial Planning (not essential)

Job description

This is an ideal opportunity for an individual who has a genuine interest in financial services and is looking to develop a career in financial advice.

This role would particularly suit an existing , financial services administrator, paraplanner, employee benefits consultant, or someone with experience in pensions administration who is looking to make a difference in the community and eventually take the next step towards becoming a regulated financial adviser.

As well as a keen interest in financial planning, we'd like you to be:

• Passionate about delivering excellent client service.
• Confident communicating with people at all levels.
• Organised and able to manage multiple tasks and deadlines.
• Positive, professional and approachable.
• Curious and eager to learn.
• Comfortable presenting information to groups and individuals.
• Proactive and willing to contribute to the success of the wider team.
• Motivated to work towards professional qualifications.
• Actively working towards the CII Diploma in Regulated Financial Planning (not essential).

What the role involves:

You will work closely with our Workplace Pensions and Employee Benefits team, supporting advisers in delivering advice and services to employers and employees.

Your responsibilities will include:

• Assisting with the implementation and ongoing management of workplace pension schemes.
• Supporting advisers with pension governance meetings and client reviews.
• Helping to deliver employee pension workshops and financial wellbeing presentations.
• Assisting with the setup and administration of employee benefits arrangements.
• Supporting the management of Group Life Assurance, Group Income Protection and Private Medical Insurance schemes.
• Preparing meeting packs, reports and client communications.
• Liaising with pension providers, insurers, payroll teams and HR departments.
• Attending client meetings alongside advisers and developing trusted relationships with clients.
• Observing meetings to assist with personal development and progression.

Your work will be primarily office-based, with opportunities to attend client meetings, workshops and events across the North West, alongside flexible and hybrid working arrangements.