Trainee Financial Adviser, London

TAB Consultancy; London; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established financial planning firm is seeking a Trainee Financial Adviser to join their dynamic team. This role is perfect for an ambitious individual eager to develop their career in financial advice. You will be responsible for providing tailored financial planning to clients, ensuring their needs are met while building long-lasting relationships. The ideal candidate will possess strong sales and interpersonal skills, a commitment to professional development, and a Level 4 Diploma in Financial Advice. Join a supportive environment where your contributions will make a significant impact on clients' financial success.

Qualifications

• Must hold a Level 4 Diploma in Financial Advice.
• Strong understanding of financial advice areas including investments and pensions.

Responsibilities

• Provide financial planning to clients and achieve their financial goals.
• Meet clients regularly and provide high-level service and advice.
• Maintain compliance with FCA rules and regulations.

Skills

Sales Skills

Presentation Skills

Interpersonal Skills

Organizational Skills

Communication Skills

Negotiation Skills

Education

Level 4 Diploma in Financial Advice

Job description

Job Description

Role: Trainee Financial Adviser

Location: London

Our client, a well-established and successful financial planning firm, are looking for a trainee adviser to join the team; Ideally, the firm are looking for an adviser who has the base knowledge required to provide holistic independent advice. As a result, it is vital for this individual to possess the required knowledge, skills, and experience to work on the full spectrum of financial advice.

Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic. To be successful within this role, it is imperative that you will be a professional and highly ambitious adviser who can build quick and strong rapport with their clients; Moreover, it will also be crucial for you to maintain long-lasting client relationships while always developing new client relationships or opportunities.

Duties and Responsibilities

• You will provide financial planning to prospective and existing clients; You will constantly strive to fully achieve your client's financial goals, needs, and objectives.
• You will meet with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive.
• You must undertake regular professional development to ensure that each client receives up-to-date and appropriate advice; You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations.
• You will professionally service the needs of existing clients while creating new opportunities via networking and referrals.
• You will meet planned business targets in line with business standards while ensuring that all client data, business transactions, and information are recorded in a timely manner; You will subsequently work hard to achieve business quality standards that comply with the firm’s procedures as set out in the agreed original (and future) business plan.

About You

• You will hold the Level 4 Diploma in Financial Advice as a minimum; This can be via the CII, CISI, or LIBF.
• You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills; You must also have exceptional interpersonal and organisational skills as-well as possess excellent communication and negotiation skills.
• You will be driven and highly motivated to achieve and exceed business targets.
• You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; It is imperative that you always adopt a highly moral, ethical, and professional approach to your work.
• You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study and training where appropriate.
• You must have knowledge on all areas of financial advice (including investments, pensions, protection, retirement options, and tax planning); You must also be able to research, analyse, and interpret a diverse range of information.
• You will command a strong ability to build and maintain long-term relationships with clients.
• You will have the ability to work individually as-well as part of a team.
• You will have strong literacy, numeracy, and IT skills.
• You will be able to convey complex information to a wide variety of people with various levels of understanding both written and verbally.