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Trainee Independent Financial Adviser

3 months ago

Gloucester, United Kingdom The Burford Recruitment Company Full time

A highly successful IFA business is looking for a Level 4 Diploma qualified candidate to join their team and manage a substantial, well-established client bank. The role could be ideally suited to an individual working in a Client Support Administrator or Paraplanning role who is keen to become a Financial Adviser.

Working remotely, you will build relationships with, look after, service and nurture your clients, mainly located in the Gloucestershire and West Oxfordshire area. Meetings will be online and face-to-face visits with no need to source or develop your own leads.

You’ll need to demonstrate self-sufficiency, self-motivation, ambition and loyalty; and excellent interpersonal skills. This is a fantastic opportunity to build your profile as a Financial Adviser

Responsibilities

  • Solely responsible for servicing a portfolio of approx. 150 established clients
  • Arranging reviews and face to face follow-up meetings
  • Ensuring that all clients have the opportunity for an annual review
  • Checking valuations and portfolio details prepared and sent in advance of meeting
  • Preparing Fact Find notes and updates including actions required, sending follow-up email to clients

Skills & experience

  • Level 4 diploma qualification (CII preferred)
  • Understanding of markets, providers and regulatory environment
  • Evidence of ability to work remotely and within a small team
  • Excellent technical and problem-solving skills