Trainee Financial Adviser – London Hybrid Training

Clark James Recruitment; Chatham; On-site; GBP 29,000 - 33,000; Full time

Benefits offered by this job

Bonus potential

Hybrid work option

Company benefits

Job summary

Clark James Recruitment is partnering with a premier Wealth Management firm in London to recruit a Trainee Financial Adviser. You will support a Senior Wealth Manager, attend client meetings, and progress towards full qualification with robust training and development.

The role emphasizes meticulous record-keeping, regulatory knowledge, and proactive client support, with a clear pathway to becoming a fully qualified Wealth Manager within the team.

Qualifications

• Experience in Wealth Management or regulated Financial Services.
• CII Diploma or working towards RO exams.
• Excellent written and verbal communication skills.
• Strong organisational skills and attention to detail.

Responsibilities

• Attend client meetings with Wealth Managers.
• Manage action points from client meetings.
• Prepare post-approval suitability letters and electronic submissions.
• Carry out annual and lifetime allowance calculations.
• Input client financial review data and maintain pipeline.
• Manage workflow using Asana and business trackers.
• Prepare illustrations and electronic submissions using Blue-Door.
• Perform drawdown and fund switch letters.
• Respond to client inquiries (technical and admin).
• Identify opportunities and referrals from existing clients.
• Assist with defined benefit transfers.

Skills

Wealth Management experience

Regulatory knowledge

Client liaison

Attention to detail

Communication skills

IT proficiency

Education

CII Diploma

Tools

Asana

MS Office

FE Analytics

Voyant reports

Blue-Door software

Job description

Clark James Recruitment is partnering with a premier Wealth Management firm in London to recruit a Trainee Financial Adviser. You will support a Senior Wealth Manager, attend client meetings, and progress towards full qualification with robust training and development.

The role emphasizes meticulous record-keeping, regulatory knowledge, and proactive client support, with a clear pathway to becoming a fully qualified Wealth Manager within the team.