Trainee Financial Adviser

Heat Recruitment; Northampton; On-site; GBP 35,000 - 45,000; Full time

Job summary

A financial services recruitment firm in Northampton is looking for a Trainee Financial Adviser. This role offers a comprehensive training program designed to equip you with the necessary skills in wealth management, along with mentorship from seasoned professionals. Responsibilities include assisting Wealth Managers, managing client relationships, and eventually building your own client portfolio. This position provides a unique opportunity for personal growth and career advancement within the financial industry.

Benefits

Pension contributions matched at 6%

Private Medical Insurance (PMI)

25 days holidays plus bank holidays

Onsite parking and gym facilities

Qualifications

• No prior experience necessary, a willingness to learn.
• Interest in wealth management and finance.
• Strong communication and organizational skills.

Responsibilities

• Assist in client relationship management and documentation.
• Conduct research for product recommendations.
• Attend meetings with senior advisers and clients.

Skills

Client relationship management

Research and documentation

Report writing

Job description

Location: Northampton

Salary: £35,000 - £45,000

Type: Permanent

Workplace: On-Site

Reference: Ref88531

Job Title: Trainee Financial Adviser

Location: Northampton, UK

Salary: Up to £45,000

Benefits:

• Pension contributions matched at 6% (increases to 8% after successful probation)
• PMI, PHI, and Death in Service schemes after probation
• Onsite parking and gym facilities
• Holiday trading
• Cash plans
• Childcare vouchers
• Employee assistance program (EAP)
• Cycle to work schemes
• Dental Insurance
• Travel Insurance
• Discount / purchase schemes
• 25 days holidays plus bank holidays

Role Overview:

As a trainee financial adviser, you will embark on a comprehensive training program designed to equip you with the skills and knowledge necessary to thrive in the wealth management industry. Working closely with our Senior Wealth Managers and Chartered Wealth Managers, you will gain invaluable experience while being mentored by seasoned professionals. The role involves supporting Wealth Managers, assisting in client relationship management, and gradually building your own client portfolio. This position offers a unique opportunity for personal and professional growth, with the ultimate aim of progressing to the role of Wealth Manager upon completion of specified qualifications and training milestones.

General Duties:

• Attend meetings with CEO, Wealth Managers, and clients, ensuring accurate record-keeping and facilitating necessary paperwork.
• Collaborate with CF30 qualified advisers to gather data and create strategic planning documents.
• Assist in report research and documentation, ensuring compliance with regulatory standards.
• Conduct research for product recommendations and obtain compliance approval when necessary.
• Write reports and recommendations for clients, adhering to sales processes and regulatory requirements.

Other Duties Specific to Personal Development:

• Develop skills to eventually manage your own client portfolio within 18 to 24 months.
• Work towards becoming a Chartered Wealth Manager within the next 12 months to 3 years.