Trainee Financial Adviser
1 week ago
We are looking for a Junior Financial Adviser
Our client is a reputable Investment Management & Financial Planning firm based in Central Sheffield. They specialize in managing clients' money and offering sound financial advice to both businesses and individuals, covering Discretionary Investment Management & Financial Planning.
We are on the hunt for a Junior Financial Adviser who has recently obtained their Diploma in Financial Advice / Planning and is eager to kickstart their career in the field of financial advice.
Specific duties will include:
- Meeting potential new clients to understand their current and future financial planning needs
- Providing high-quality Investment Advice while adhering to current regulations and the firm's standards
- Introducing clients to the broader support team within the business
- Maintaining the existing HNW (High Net Worth) client base and retaining current clients
- Establishing and nurturing a strong network of professional connections
- Identifying and proposing Investment propositions and making recommendations
The ideal candidate will have approximately 1-3 years of experience in the Financial Services sector, preferably within an IFA firm. You should have recently achieved a Level 4 Diploma in Financial Planning / Financial Advice and be eager to progress towards the role of Financial Adviser.
It is beneficial to have a solid understanding of Pensions, Investments, and Retirement Planning. Additionally, a minimum educational background of A levels with good grades is desirable.
An attractive salary package awaits the successful candidate, accompanied by an enticing bonus scheme that will be based on your skills, prior experience, and current qualifications.
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