Trainee Financial Advisor

Premier Jobs UK; Four Oaks; On-site; GBP 20,000 - 30,000; Full time

Job summary

A leading recruitment agency is seeking a Trainee Financial Advisor in Four Oaks, UK. This position offers mentorship from a Chartered Financial Adviser and a pathway to becoming a Financial Adviser in approximately 2 years. Responsibilities include assisting in client meetings, conducting research, and managing reports. Ideal candidates should possess a Level 4 Diploma in Financial Planning and demonstrate strong communication skills. This is an excellent opportunity for Paraplanners or Junior Financial Advisers looking to advance their careers.

Qualifications

• Aspiration to become a Financial Adviser within 2 years.
• Current experience as a Paraplanner or Junior Financial Adviser.

Responsibilities

• Accompany the Financial Adviser to client meetings.
• Take notes during meetings.
• Undertake research and produce suitability reports.
• Assist the Financial Adviser with various tasks.
• Liaise with the back office team to coordinate tasks.

Skills

Research skills

Communication

Client relationship management

Education

Level 4 Diploma in Financial Planning

Job description

Overview

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.

Responsibilities

• 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...