Trainee Financial Adviser

2 weeks ago

Aldershot, United Kingdom THE OPENWORK PARTNERSHIP Full time

Role: Trainee Financial Adviser

Location: Aldershot, Hampshire

Salary: £30,000 to £45,000 (depending on experience)

We are recruiting for one of our partnership business based in Aldershot in Hampshire. This is a duel role and will focus on providing effective support to the Practice Principal and Financial advisers to ensure a high quality service to their clients whilst developing into a Financial Adviser

You will transition into a Financial adviser, by working closely with the advice team, shadowing, client meetings and personal development. These will be in-house and via our networks Business School

This is a growing business with a demand to increase its team with this addition. Be a pinnacle member of the team and grow into the financial adviser you want to be.

This is an full time office based role, located in their offices in Aldershot

Duties and Responsibilities to include but not limited to

  • To obtain valuations, quotations and illustrations and supporting documentation in preparation for and following client meetings.
  • Manage the internal processing system to ensure the delivery of ongoing service requirements, maintaining accurate CRM records.
  • To administer the submission of applications to platform/product providers and monitor relevant systems to ensure accuracy and/or acceptance
  • Prepare proposals for the solution that the planner has selected for the client including approved product illustrations and literature and establish details on the chosen investment platform where applicable.
  • To contact clients prior to adviser meetings to confirm appointments and obtain up to date information in line with practice processes and adviser requirements.
  • To manage ad hoc client administration including elements such as withdrawals, changes of address, requests for documentation etc.
  • Provide research administrative support to the Principal/adviser as and when required

Knowledge and kills Required

  • Minimum 2 to 5 years' experience in Financial Advice and the Financial Services Industry - This is a must
  • Ideally Full level 4 diploma in Financial advice or working towards completion
  • Experience in tax calculations
  • An understanding of fund management, UK taxation, life insurance and investment products
  • IT Literate with the ability to use Office 356 including Excel, Word, PowerPoint
  • Strong communication skills gained within a provider and client facing role

You will

  • Have a strong personal work ethic
  • Have the ability to work to tight deadlines
  • Have strong organisational skills
  • Be confident in challenging to get the right outcome for the client

If you are starting out on your advice journey and want to take the nexct steps with support, thus is the role for you.

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