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Trainee Financial Adviser - London
TN United Kingdom
London
On-site
GBP 25,000 - 40,000
Full time
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Job summary
An established industry player is seeking a Trainee Financial Adviser in London. This role offers a unique opportunity to train towards becoming a fully qualified Financial Adviser while providing support to senior advisers. The ideal candidate will be graduate-level educated and possess strong organisational and communication skills. You will engage with clients, manage action points, and utilize tools like Salesforce and FE Analytics to prepare reports. This role not only offers a pathway to a rewarding career in finance but also comes with generous support for your professional development, including exam assistance and additional leave for studies.
Benefits
Qualifications
- Graduate level education is preferred for this role.
- Relevant experience in Wealth Management or Financial Services is desired.
Responsibilities
- Attend Client Meetings and manage action points.
- Prepare detailed reports and respond to client inquiries.
- Manage workflow using CRM systems.
Skills
Education
Tools
Job description
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London, United Kingdom
Finance
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Yes
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de341eb8d5b2
12
26.04.2025
10.06.2025
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Trainee Financial Adviser - London
We are working with a client in London looking for a confident, motivated and organised individual to join their team and have the opportunity to train to become a fully qualified Financial Adviser. The successful candidate will ideally be at graduate level, and will deliver support to a Senior Adviser and their team, whilst continuing the path to being fully qualified.
Responsibilities:
- Attend Client Meetings with Senior Advisers
- Manage Action Points from Client Meetings
- Business Submission
- Analytics using FE Analytics and preparation of detailed Voyant reports
- Respond to Client Inquiries (Technical and administrative)
- Identify Opportunities and Referrals from Existing Clients
- Managing workflow CRM systems
- Preparation of Illustrations and Electronic Business Submissions utilising the Blue—door software
- Critical Yield Calculations
- Oversee the completion of the Letter of Authority Process
- Ensure data on Salesforce is completed
- Prep for all meetings
Desired Skills:
- Degree level educated
- Relevant experience in Wealth Management or regulated Financial Services
- Attention to detail & excellent organisation skills
- Excellent standard of written & verbal communication skills
- Computer literate and familiar with Microsoft Office
Personal Qualities
- 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
Our client is offering a generous package, including exam support and additional leave to sit the exams whilst working towards your diploma.
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