Trainee Financial Advisor

Premier Jobs UK; Bromsgrove; On-site; GBP 40,000; Full time

Job summary

A reputable financial services firm in the Bromsgrove area is seeking a Trainee Financial Advisor to support a Chartered Financial Adviser. The role offers a blend of paraplanning and client relationship management duties, ideal for someone with a Level 4 Diploma in Financial Planning. Successful candidates will receive extensive mentoring to become a Financial Adviser in about two years, with a starting salary around £40,000 and various benefits, including pension contributions and flexibility in working hours.

Benefits

Salary of approximately £40,000

8% pension contribution

Health insurance

Flexible working hours

Qualifications

• Positive representative of the brand.
• Ambitions to achieve Chartered status.

Responsibilities

• Accompanying the Financial Adviser to client meetings.
• Taking meeting notes.
• Acting as a Paraplanner by producing suitability reports.
• Coordinating tasks with the back office team.

Skills

Paraplanning

Client relationship management

Research skills

Communication

Education

Level 4 Diploma in Financial Planning

Job description

This Trainee Financial Advisor job around Bromsgrove area provides opportunity to closely support a Chartered Financial Adviser, in return receiving full support and mentoring

You would be undertaking a blended role with paraplanning duties and client relationship management which would enable you to be well equipped to become a Financial Adviser in your own right, within the business. This is a tried and tested model that has successfully worked twice before.

As a Trainee Financial Advisor, your responsibilities will include:

• Accompanying the Financial Adviser to most client meetings
• Taking meeting notes
• Acting as a Paraplanner, whereby you will be undertaking research and producing suitability reports
• Undertaking tasks to assist the Financial Adviser be effective in their role
• Liaise with the back office team to co-ordinate tasks

Through undertaking this role, you will shadow their high-performing Chartered Financial Planner which will equip you to become your own highly accomplished Adviser in circa 2 years. The Adviser regularly works with millionaires and high-performing business owners with complex financial planning needs.

Trainee Financial Adviser Requirements

• This is well suited to a current Paraplanner or Junior Financial Adviser with aspirations to become a Financial Adviser in 2 years
• You must hold your full Level 4 Diploma in Financial Planning and have ambitions to achieve Chartered status
• You must have a professional approach to your work and be a positive representative of the brand at all times

The Company

This long established multi-disciplined wealth management and investment management firm are continually looking to evolve and improve their service to clients. They are well respected within their business community.

Trainee Financial Adviser Benefits

• Salary of approximately 40,000, rising with progression
• Pension contribution of 8%, DIS, PHI at 50% of salary and PMI for employee plus holidays
• Need for you to be flexible with your working hours to accommodate the needs of the clients with evening appointments etc
• Need to be travel to attend client meetings within the local area

Location:

Around Bromsgrove area

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