TRAINEE FINANCIAL ADVISER

Clark James Recruitment; Chatham; On-site; GBP 29,000 - 33,000; Full time

Benefits offered by this job

Bonuses

Hybrid option after probation

4 days in office, 1 day WFH during/pro

Job summary

Clark James Recruitment is seeking a Trainee Financial Adviser for their London office. You will support a Senior Wealth Manager, attend client meetings, and progress toward wealth management qualifications with full training and development.

The role involves managing client workflows, preparing illustrations, conducting reviews, and using tools like FE Analytics and Voyant. Excellent IT, communication, and organisational skills are essential.

Qualifications

• Experience in Wealth Management or regulated financial services.
• Must hold CII diploma or be working towards RO exams.
• Strong IT and MS Office skills.
• Excellent written and verbal communication.
• Detail-oriented and highly organised.

Responsibilities

• Attend client meetings with wealth managers.
• Manage action points from client meetings.
• Prepare post-approval suitability letters and submissions.
• Carry forward, annual and lifetime allowance calculations.
• Update client financial review inputs.
• Manage pipeline for the senior wealth manager.
• Prepare Voyant reports and analytics.
• Prepare illustrations and electronic submissions.

Skills

Professional image

Entrepreneurial spirit

Attention to detail

Organisation

Written and verbal communication

MS Office proficiency

Interpersonal skills

Time management

Multi-tasking

Autonomy

Team collaboration

Wealth Management/Regulated FS exp

Education

CII diploma or RO exams in progress

Tools

Asana

Business Trackers

FE Analytics

Voyant

BlueDoor software

Job description

London, EC3V
Clark James Recruitment are working with a highly professional Wealth Management Business in London.

Job Title
TRAINEE FINANCIAL ADVISER
Location: London, EC3V
Clark James Recruitment are working with a highly professional Wealth Management Business in London.
Due to further expansion within the team our client has an opportunity for a Trainee Financial Adviser (Wealth Manager) to join the business based in our clients London office.
Our client is looking for an enthusiastic and driven candidate to deliver first class support to a Senior Wealth Manager and their growing team, whilst continuing the path of becoming a fully qualified Wealth Manager, fully supported by the company and its robust Training and Development.
Role

• Attend Client Meetings with Wealth Managers.
• Manage Action Points from Client Meetings.
• Writing Post Approval Suitability letters and Business Submission.
• Carry Forward, Annual Allowance, Lifetime Allowance Calculations.
• Client Financial Review input/updating.
• Manage Pipeline for Senior Wealth Manager.
• Analytics using FE Analytics and preparation of detailed Voyant reports.
• Drawdown Review Letters and Fund Switch Letters.
• Respond to Client Inquiries (Technical and administrative).
• Identify Opportunities and Referrals from Existing Clients.
• Managing workflow through Asana software and Business Trackers.
• Facilitation of defined benefit transfers.
• Preparation of Illustrations and Electronic Business Submissions utilising the Blue—door software.
• Critical Yield Calculations.
• Manage Outsourced Letter of Authority Process.

Candidate

• Applicants must demonstrate a professional image and entrepreneurial spirit in both appearance and attitude along with providing quality support on time to agreed standards.
• This is an interesting and challenging role that would suit an entrepreneurial, confident, motivated, highly organised and professional individual who enjoys using their initiative and who has a ‘can do’ working style.
• You must be able to demonstrate previous work experience within Wealth Management or regulated Financial Services.
• Applicants must hold the CII diploma or be working towards RO exams.
• High level of attention to detail & excellent organisation skills.
• High standard of written & verbal communication skills.
• Highly IT literate, including advanced MS Outlook, Excel, PowerPoint and Word skills.
• Keeps calm when faced with conflicting demands and handles these effectively.
• Strong interpersonal skills, demonstrating a professional, proactive and positive attitude.
• Ability to work autonomously as well as working on shared goals as part of a team.
• Manages time effectively with the ability to multi-task.

Package

• Basic salary £29,000 - £33,000.
• Opportunity to earn bonuses.
• Company benefits.
• 4 days in the office, 1 day work from home during probation.
• 3 days in the office, 2 days work from home after successful completion of probation.