Trainee Financial Advisor

Sahasraa Solutions; Coventry; On-site; GBP 40,000; Full time

Job summary

A well-respected financial advisory firm in Coventry is seeking a Trainee Financial Advisor to support a Chartered Financial Adviser, gaining mentorship and a pathway to becoming an independent Adviser within 2 years. This role includes client meetings and paraplanning tasks, requiring a Level 4 Diploma in Financial Planning and a professional approach. Competitive salary around £40,000 with additional benefits.

Benefits

Salary of approximately £40,000, rising with progression

8% pension contribution

Profit-sharing and private health insurance

Qualifications

• Current Paraplanner or Junior Financial Adviser aspiring to become an Adviser in 2 years.
• Ambition to achieve Chartered status.

Responsibilities

• Accompany the Financial Adviser to client meetings.
• Act as a Paraplanner by undertaking research and producing reports.
• Co-ordinate tasks with the back office team.

Skills

Professional approach

Positive brand representation

Education

Full Level 4 Diploma in Financial Planning

Job description

This Trainee Financial Advisor job in Warwickshire 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

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

Warwickshire

Call us now on 0208 0044 154 or click Apply.

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