Trainee Financial Adviser

2 weeks ago

Banstead, United Kingdom Antony George Recruitment Full time

Package Details:

The successful candidate will receive a salary of up to £45,000 Per Annum.

This is a 2/3 year programme with support and examinations to reach the fully qualified IFA status.

Remuneration related to sales will also be provided for Trainee IFAs once they start engaging with clients.

Other benefits include:

  • Study support towards relevant industry exams
  • Company pension
  • On-site parking
  • Bonus scheme
  • Private health insurance
  • There is a large client base and significant assets under management
  • OTE £45,000+ once sales related work starts
  • 25 days annual leave plus bank holidays

Purpose of the role:

This role is offering the rare chance to train to become a fully qualified Financial Adviser. With learning support and on the job experience, you are in control of how quickly you could be working as an Adviser. You would work alongside 3 very experienced advisers and a trainee with a mentor programme in place. There is no need to travel to see clients, as all face-to-face meetings can be held in our fully equipped meeting rooms.

Duties and Responsibilities:

Your duties will include but not be limited to:

  • Shadowing financial advisers
  • Working closely with the administration team to help gather policy information
  • Help with projects: for example, Mifid annual reviews, other client campaigns, annual portfolio rebalances
  • Help Advisers writing reports: e.g. Annual review letters, client suitability report
  • General admin support
  • Speaking directly to clients and carrying out client reviews
  • Relationship building
  • Generating and converting opportunities into business

The Ideal Employee:

Relevant Skills/Experience

  • Must have been studying for exams towards being an IFA/or fully qualified
  • May already have some financial services industry experience and wants to move on (e.g. paraplanner or advisor support)
  • Degree holder
  • Good with excel, word etc
  • Keen to quickly work through the ranks by working hard
  • Good communication skills: phone, face to face, and written
  • Demonstrate initiative
  • Entrepreneurial
  • Hold a driving license
  • Team player
  • Experience with back-office systems such as X-Plan or similar, FE Analytics, Cashcalc and provider platforms
  • Strong technical knowledge around pensions, investments and IHT planning
  • Relevant examinations
  • Sales experience

Experience required: At least 1-year financial services experience.

Qualifications required: Must have been studying for exams towards being an IFA/or fully qualified. (Level 4 qualified)

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