Trainee Financial Advisor

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

Job summary

A leading financial services company in Warwickshire is seeking a Trainee Financial Advisor to support a Chartered Financial Adviser. In this role, you will assist in client meetings, produce reports, and develop your career towards becoming a Financial Adviser. The ideal candidate holds a Level 4 Diploma in Financial Planning and is eager for professional advancement. Competitive salary and benefits are included.

Benefits

Salary of approximately £40,000

8% pension contribution

Professional development opportunities

Qualifications

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

Responsibilities

• Accompany the Financial Adviser to client meetings.
• Take meeting notes and assist with client management.
• Research and produce suitability reports.

Skills

Client relationship management

Research and report production

Professionalism

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 Advisor in your own right, within the business. This is a tried and tested model that has successfully worked twice before.

Responsibilities

• Accompany the Financial Adviser to most client meetings.
• Take meeting notes.
• Act as a Paraplanner, undertaking research and producing suitability reports.
• Undertake tasks to assist the Financial Adviser in being effective.
• Liaise with the back office team to coordinate tasks.

Requirements

• Current Paraplanner or Junior Financial Adviser with aspirations to become a Financial Adviser in 2 years.
• Hold a full Level 4 Diploma in Financial Planning and ambition to achieve Chartered status.
• Professional approach and positive representation of the brand at all times.

Company

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

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.
• Flexibility required to accommodate clients' needs with evening appointments etc.
• Travel required to attend client meetings within the local area.

Location

Warwickshire

Disclaimer

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