Trainee Financial Adviser

6 months ago


London, United Kingdom Vantage Wealth Management Full time

As a growing St James's Place financial advice company, Vantage Wealth Management is seeking a Trainee Financial Adviser to support our existing Adviser team with their back office processes, from cashflow modelling to case writeup and administration, supporting our clients in their aims for the future. As an established and ambitious business, this is an excellent opportunity to learn from and train under the practice’s existing Financial Advisers, as well as alongside a FTSE 100 network. You would be joining a tight-knit and supportive group of individuals all with the mission of providing excellent advice to clients, helping them pursue financial freedom, and who enjoy organising regular events and socials along the way.
- Fully analyse new and existing clients’ requirements, accurately record client data and develop cash flow models
- Produce informative, accurate and concise client-facing documentation, clearly laying out the purpose of advice and each scenario’s impact on the client’s current and future needs and objectives
- Maintain accurate client information, files and records
- Research and analyse financial products to meet client requirements and objectives
- Prepare portfolio valuations as requested
- Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports
- Undertake continuous professional development to meet regulatory requirements and personal development needs.

**Salary**: £24,000.00 per year

Schedule:

- Monday to Friday

Work Location: In person

Reference ID: VWM Trainee Adviser 23 02



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