Graduate Trainee Adviser

2 weeks ago


London, United Kingdom Porta Wealth Management Full time

Recruiting for an excellent opportunity to become a fully qualified Financial Adviser with the aid of our robust training and development programme, along with on-the-job training and client contact.

This challenging role would suit a confident, motivated, and organised individual.

Porta Wealth Management will cover the cost of your first exam sitting towards your Diploma qualification and provide leave for the day of exam sitting.

**The Role** - will involve, but not limited to:

- Attend Client Meetings with Senior Advisers
- Manage Action Points from Client Meetings
- Business Submission
- Carry Forward, Annual Allowance, Lifetime Allowance Calculations
- Client Financial Review input/updating
- Manage Pipeline for Senior Advisers
- Analytics using FE Analytics and preparation of detailed Voyant reports
- Respond to Client Inquiries (Technical and administrative)
- Identify Opportunities and Referrals from Existing Clients
- Managing workflow CRM systems
- Preparation of Illustrations and Electronic Business Submissions utilising the Blue—door software
- Critical Yield Calculations
- Oversee the completion of the Letter of Authority Process
- Ensure data on Salesforce is completed
- Prep for all meetings

**Desired Skills**
- Degree level educated
- Relevant experience in Wealth Management or regulated Financial Services
- Attention to detail & excellent organisation skills
- Excellent standard of written & verbal communication skills
- Computer literate and familiar with Microsoft Office

**Personal Qualities**
- Keeps calm when faced with conflicting demands and handles these effectively
- Strong interpersonal skills, demonstrating a professional, proactive, and positive attitude
- Ability to work autonomously as well as working on shared goals as part of a team
- Manages time effectively with the ability to multi-task

**Salary**: £23,000.00-£27,000.00 per year

**Benefits**:

- Bereavement leave
- Casual dress
- Company events
- Company pension
- Cycle to work scheme
- Employee mentoring programme
- Financial planning services
- Life insurance
- Private medical insurance
- Sick pay
- Transport links
- Work from home

Schedule:

- Monday to Friday

**Education**:

- A-Level or equivalent (preferred)

Ability to Commute:

- London (required)

Ability to Relocate:

- London: Relocate before starting work (required)

Work Location: In person

Application deadline: 13/03/2024



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