Trainee Financial Adviser

Blakemore Recruitment; London; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading company in wealth management is expanding their London team and seeking Trainee Financial Advisers. This role offers a structured training program aimed at developing your skills to become a competent Adviser. Ideal candidates will hold a Level 4 Diploma in Regulated Financial Advice and have aspirations for Chartered status.

Qualifications

• Experience working in an Independent Financial Advice context with client meetings exposure.
• Willingness to undertake exams towards Chartered Financial Adviser.
• Understanding of cash flow is beneficial.

Responsibilities

• Support Sales Managers and Advisers.
• Participate in structured training under a dedicated mentor.
• Engage in a training and assessment period lasting 6-12 months.

Skills

Client relationship management

Technical financial knowledge

Education

Level 4 Diploma in Regulated Financial Advice

Job description

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Our client is an award-winning team of Independent Financial Advisers who provide a personal, independent, and bespoke wealth management service to high net worth clients. They are expanding their successful business in London and are seeking Trainee Financial Advisers to join their team.

As a Trainee Adviser, you will work as part of a productive, high-performing team to support primarily Sales Managers (SM) and Advisers.

You should have experience working in an IFA with exposure to client meetings (experience of cash flow is beneficial) and a good technical understanding. You must hold a minimum Level 4 Diploma in Regulated Financial Advice (CII preferable or willing to undertake the exams to convert) and have the long-term ambition and desire to become a Chartered Financial Adviser.

Get ready to embark on a 6-12 month training and assessment period, depending on qualifications, skills, and speed of development.

They will help build and develop the skills you require to become competent as an Adviser in your own right, through initially undertaking a structured training plan during which you will be fully supported by a dedicated mentor and your peers. You will be allocated to a specific Commercial Management Team and Sales Manager.

An amazing opportunity to work for a forward-thinking company.