Trainee Financial Adviser

**Job Title: Trainee Financial Adviser**

**Location: Canary Wharf**

**Salary: Competitive Salary**

**Are you ambitious and looking to start your career as a Financial Adviser?**

Pinnacle Wealth are offering a fantastic opportunity to help entrepreneurial individuals build a lifetime business.

Since establishing in 2013, Pinnacle Wealth Management has helped people and businesses to achieve their lifelong ambitions and goals through high quality financial advice. Pinnacle Wealth Management have supported over 90 talented people who at the time, were struggling to find an opportunity to build a career in wealth management. Since then, Pinnacle Wealth Management have grown into an established Senior Partner Practice of St. James’s Place Wealth Management operating in the top 1% of the FTSE 100 business.

Operating in Canary Wharf, Pinnacle Wealth Management has further expansion plans and currently building a rotational-style outreach team and are recruiting for an individual who wants to seize the opportunity in taking the correct steps to become a qualified Financial Adviser. Pinnacle Wealth Management is looking for someone who is highly motivated, and ambitious to join us in building quality, long-term relationships with clients.

**Key responsibilities**:

- Arrange appointments with high-quality prospects and talent for a team of highly successful financial advisers and internal recruitment managers
- Ensure work is performed to the highest standards and that personal KPI targets are met or exceeded
- Manage high volumes of outbound requests in a timely and organised manner
- Follow communication guidelines and templates
- Develop and distribute thought provoking, conversation-starter articles
- Review and analyse performance against targets and plans to determine effectiveness, trends and areas for improvement
- Research appropriate individuals and companies as directed by the business.

**Skills and experience**:

- Previous sales and office experience (minimum 2-years)
- Graduated with at least a 2.1 degree
- Strong and effective communicator with excellent verbal, written and interpersonal communication skills
- Ability to work under pressure and meet deadlines whilst being solution and service orientated
- Technology savvy and willing to embrace new systems and software
- Be willing to learn and develop with good analytical and decision-making skills
- Possess strong influencing skills whilst being an effective listener and remaining discrete and professional in all communication
- Excellent organisational skills with the ability to multi-task and prioritise
- Adaptable, flexible, self-motivated and willing to work both in isolation and as part of a wider team
- Capable of managing time and the organisation of various tasks effectively

**How Pinnacle Wealth Management will support you**:
All required job knowledge will be taught, through professionals in the field using proven processes and the latest technology.

This is a fantastic opportunity for an aspiring financial adviser looking to take the next step in their career, working with a company that is committed to supporting you on your journey in a highly collaborative and cultural environment. An environment in which you can concentrate on what is important: providing true financial advice to clients to help them meet their needs and objectives.

**Benefits**:

- Company events
- Company pension

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- Canary Wharf: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Sales: 2 years (required)

Work Location: One location