Trainee Adviser
1 week ago
Main Purpose of the Role:
- This trainee role starts with learning, this role is part of the training academy course which involves in house training, mock exams, and CII exams to Diploma qualification within a 15month period.
- To assist the Head of Private Clients and other Adviser colleagues in the execution of the advisory processes. _Note that within this role, a Trainee Adviser will not be providing any financial advice to clients until they have passed the relevant exams and have been signed off as competent by Compliance in accordance with the Courtiers T&C regime._
- To understand the role of a Private Client Adviser at Courtiers including systems and controls and procedural knowledge
Duties and Responsibilities:
- To work within the training group to study and learn, to be able to study on your own at times
- To attend client meetings with advisers, both on and off site, and to write up the post meeting file notes and collate relevant documentation in preparation for it to be passed to Technical Support
- Update all relevant meeting information onto systems for record keeping and the report writing process
- To assist the Advisers in collating the relevant and necessary information about the client's past and present financial arrangements to enable a full financial needs analysis to be carried out
- To assist the Advisers in collating the relevant information to be able to assess the client's attitude to risk including their willingness and ability to accept risk within Courtiers' Know Your Client procedures
- To be able to take a theoretical approach to the assessment of the relative merits of financial planning and investment options using appropriate analytical systems and relevant data
- To ensure that all relevant information is recorded on client files
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