Trainee Financial Advisor

CV Elite Ltd; Beaconsfield; On-site; GBP 68,000 - 83,000; Full time

Benefits offered by this job

28 days holiday

Bank holidays

Early finish Friday

Pension

Free parking

Bonus and shares in the business

Job summary

Austyn Smith Associates in Beaconsfield, Buckinghamshire, is looking for a Financial Adviser or Trainee Financial Adviser to join a growing, award-winning independent practice. You will attend client meetings, build relationships and prepare recommendations, servicing an established portfolio with opportunity for bonus and shares as you progress.

The role offers diploma support to Diploma qualified candidates, with potential to become Chartered.

Qualifications

• Experience in a financial advisory environment or related professional services with a commitment to transitioning into financial advice.
• Preferably part or fully Level 4 Diploma qualified (DipPFS or equivalent).
• Strong interpersonal and communication skills with the ability to build trust and rapport.

Responsibilities

• Attend client meetings and build relationships with clients.
• Prepare recommendations and provide a high quality financial planning service.
• Develop and service an established portfolio of high-net-worth clients.
• Collaborate with the Director and senior advisers to grow the business.

Skills

Financial advisory experience

Client relationship building

Communication skills

Team player

Attention to detail

Education

DipPFS or equivalent diploma

Job description

The Role: I am recruiting a Financial Adviser or Trainee Financial Adviser on behalf of Austyn Smith Associates, an award winning, independent Financial Advice firm, based in Beaconsfield, Buckinghamshire (HP9).

The Opportunity: Working alongside Austyn Smith, the Director and principal Adviser, you will attend client meetings, building relationships and preparing recommendations and, when your skills and experience allow, take full responsibility for providing clients with an exceptional financial planning service. This is an employed Financial Adviser role, where you will be servicing an established portfolio of high-net-worth clients - there is no requirement to sell as the business continues to grow through reputation and recommendation.

The successful Financial Adviser/Trainee Financial Adviser will receive the support required to become Diploma qualified (if you are not already) and, as your skills and experience develop, the opportunity to become Chartered. The contribution you make to this small business will be highly valued and rewarded with the opportunity for bonus and potential shares in the business.

The Person: We will consider both candidates who have experience gained working in a financial advisory environment (perhaps as a Financial Planning Assistant, a Paraplanner, an Associate Financial Planner or a recently qualified Financial Adviser who is looking for an employed role in a goals based Financial Planning firm) AND career changers, who have a wealth of experience gained in a professional services environment and who can demonstrate a commitment to transitioning into Financial Advice.

The successful Financial Adviser will be passionate about making a difference to peoples' lives - intelligent, keen to learn, proactive, and detail orientated. They will be a warm relationship builder, confident, empathetic and emotionally intelligent with the ability to communicate complex matters simply, building trust and engendering confidence.

Salary and Benefits: up to £75,000 (dependant on experience) + benefits including 28 days holiday + bank holidays + early finish Friday + pension + free parking + the opportunity for bonus and shares in the business, rewarding your commitment and the contribution you make.

Location: As the majority of client meetings are held in the office, the successful candidate will be located within an easy commute of Beaconsfield (HP9) - the offices are beautiful (a spacious, air-conditioned converted barn in a countryside location, only 2 miles from Beaconsfield and with easy access to the M40). Free parking is provided.

The Company: Austyn Smith Associates is an award winning (Professional Adviser's Firm of the Year and Citywire's Top 100 Firm), independent wealth management and financial planning firm. They deliver goals-based life planning and financial strategy, helping business people, entrepreneurs and retirees improve their lives on both a financial and personal level. They advocate cautious wealth management, providing their clients with clarity, reassurance and peace of mind.

Financial Adviser/Trainee Financial Adviser, skills and experience required:

• Experience gained in a financial advisory environment OR a wealth of experience gained in a professional services environment, with a commitment to transitioning into financial advice.
• Intelligent and keen to learn, preferably part or fully level 4 Diploma qualified (DipPFS or equivalent).
• A skilled client relationship builder with exceptional interpersonal skills, who is confident, caring, trustworthy and emotionally intelligent.
• An exceptional communicator, both verbally and in writing.
• A proactive team player who is analytical, organised, with a keen eye for detail.