Trainee Financial Adviser

Ortus PSR Ltd.; Brighton; On-site; GBP 35,000 - 45,000; Full time

Job summary

A leading firm is seeking a Trainee Financial Planner ready to transition into a client-facing role. You will develop technical expertise and client relationship skills, working with diverse clients and receiving mentorship from experienced advisers. This position offers opportunities for professional growth in a supportive environment.

Benefits

Access to a diverse client base

Opportunities for career progression

Collaborative environment that values innovation

Qualifications

• Diploma in Financial Planning or equivalent qualification.
• Experience in administration, paraplanning, or related field.
• Motivation to grow into a fully-fledged financial planner role.

Responsibilities

• Engage with clients to understand their financial goals.
• Utilise digital tools to conduct meetings and maintain client relationships.
• Participate in ongoing training to enhance technical knowledge.

Skills

Strong communication skills

Client-centric approach

Education

Diploma in Financial Planning

Job description

Trainee Financial Planner – Career Transition Opportunity

Are you Diploma-qualified and ready to take the next step in your financial services career? Whether you're transitioning from administration, paraplanning, or another profession, this is your opportunity to become a client-facing financial planner within a supportive and forward-thinking firm.

Salary up to £45,000

About the Role

This trainee position is designed for individuals eager to develop both technical expertise and client relationship skills. You'll work with clients primarily through online platforms, managing portfolios averaging around £200,000 in assets under management. This role serves as a gateway to more complex client engagements as you advance.

What You'll Do

• Engage with clients to understand their financial goals and develop tailored financial plans.
• Utilise digital tools to conduct meetings and maintain client relationships.
• Collaborate with experienced advisers to gain insights and mentorship.
• Participate in ongoing training to enhance your technical knowledge and soft skills.

What We're Looking For

• Diploma in Financial Planning or equivalent qualification.
• Experience in administration, paraplanning, or a related field.
• Strong communication skills and a client-centric approach.
• Motivation to grow into a fully-fledged financial planner role.

Why Join Us

• Be part of a firm with over 30 years of experience and a reputation for personal, unbiased, and expert financial guidance.
• Access to a diverse client base and a wide range of financial products and services.
• Opportunities for career progression and professional development.
• A collaborative environment that values innovation and individual aspirations.

Next Steps

If you're ready to transition into a rewarding career as a financial planner, we invite you to apply. Please submit your CV