Graduate Trainee Adviser
2 weeks ago
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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