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Trainee Financial Adviser

  • £30000 - £35000 per annum
  • North London
  • Posted: 25/06/2019
  • Permanent
  • Job Ref: SRTFA

Job Details

Associate Financial Adviser

Vacancies in North London and Exeter

£30-35,000 basic salary plus bonuses and Full Benefits package

My client is a national IFA. A business where your financial planning career can really take off. You’ll work alongside a team of experienced financial advisers to refine your skills and knowledge within financial advice and refine your knowledge of financial planning, leading to CF30 status.

You will be focused and determined to become a qualified Financial Adviser and work alongside established professionals to obtain experience within their specific sectors.

During your tenure in this role, you’ll be working alongside our client’s senior managers and experienced advisers, you will attend meetings with existing and prospective clients and assist advisers in the preparation of financial advice. After a successful training period you will advise and manage your own client relationships independently.

  • Provide holistic financial planning to prospective and existing clients
  • Hold seminars and present to clients
  • Compile accurate investment reports that reflect client requirements and meet internal business standards
  • Undertake regular fact-finding, presentations and service review meeting with clients
  • Maintain and ensure client files are kept up to date
  • Strive to recognise new business opportunities
  • Follow up on all enquiries in a timely manner
  • Generate a business pipeline level sufficient to meet your business targets
  • Ensure on-going continuous professional development

As an ideal candidate you will have to be level 4 Diploma qualified, we cannot accept CVs from anyone who is not. You should have experience of working within a financial services environment, a Paraplanner or Mortgage Adviser looking to further their careers into Financial Planning. For a confidential conversation please contact Steve Ritson on 01215169904