Trainee Financial Adviser - Chelmsford

TN United Kingdom; Chelmsford; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial planning practice in Chelmsford is looking for a Trainee Financial Adviser. This role is ideal for someone seeking their first step into financial advice, providing training towards CII qualifications while assisting with client financial plans.

Qualifications

• Seeking a recently qualified Trainee/Junior IFA.
• Must have Level 4 Diploma.

Responsibilities

• Assist in providing financial plans and advice to clients.
• Learn all aspects of the firm’s financial planning proposition.
• Maintain professional relationships with clients.

Skills

Communication

Technical Knowledge

Education

Level 4 Diploma

Job description

Social network you want to login/join with:

Trainee Financial Adviser - Chelmsford, Chelmsford

Client:

Blakemore Recruitment

Location:

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

1a37f8e209d4

Job Views:

3

Posted:

14.05.2025

Expiry Date:

28.06.2025

Job Description:

We are currently recruiting for a financial planning practice that is looking for a recently qualified Trainee/Junior IFA to join their team. The ideal candidate will be someone who is seeking their first step into Financial Advice. You will be required to already have the Level 4 Diploma. All training will be provided.

Job Purpose

As a Trainee Financial Planner, you will assist in providing financial plans and advice to prospective and existing private clients while studying towards the CII qualifications.

Job Role

• Learn all aspects of the firm’s financial planning proposition.
• Gain experience in transactional work and assisting in the provision/implementation of suitable private client financial advice to meet activity targets.
• Assist in delivering independent financial plans and advice to private clients in accordance with standards through effective communication, workflow management, and record-keeping.
• Develop technical and market awareness to support Private Client Financial Planners.
• Maintain CPD requirements as per the T&C handbook.
• Record and maintain information on Adviser Office for work tracking and management.
• Communicate with the Financial Planning Team on issues or findings.
• Develop technical knowledge from studies and on-the-job experience.
• Be aware of the various services provided by the business.
• Maintain professional relationships with clients.