Trainee Financial Adviser

2 weeks ago

Rochester, United Kingdom Portafina Full time

**Are you ready to kickstart your career in the world of financial planning?**

We are looking for an individual to join our dynamic team of Trainee Financial Advisers and Financial Advisers.

You’ll be working 37.5 hours a week, Monday to Friday. We are open for our clients between 8am to 6pm therefore, you will work 8 hour shift patterns within this time. The role will initially be office-based for a 6 month probation period. However, there is the possibility after this for hybrid working with a minimum of 3 days a week in the office.

Basic starting salary £25,000 plus monthly bonus. Bonus payable once probation has been completed. Annual OTE of £29,800.

We are based in Medway City Estate and there’s free on-site parking available.

**About the Role**:
You’ll play a crucial role in supporting the advice process related to pension conversions, pension income options, and pension switching.

You’ll be responsible for conducting fact-finding calls with clients and work with our qualified team of advisers to deliver financial advice. Whilst working alongside our qualified financial advisers, you will learn on the job and have exposure to real work advising, along with ongoing studies towards a CII Level 4 qualification.

**Key Responsibilities**:

- Undertake fact-finding, research, and analysis related to pension conversion, pension income options, and pension switching
- Engage in various telephone communications to support the advice process
- Proactively contribute to advice and process improvements
- Respond to file review requests and conduct remedial actions as required
- Contribute to exciting projects across the business
- Maintain your competence and stay updated with regulations and industry/FCA guidance and practice

**We’re Looking For Individuals Who**:

- Have the ability to work swiftly and accurately in a technically complex area, prioritising good customer outcomes
- Have excellent telephone manner and communication skills
- Have the ability to engage in warm, friendly and empathetic conversations with clients, especially those you’re speaking with for the first time.
- Are self-motivated, disciplined and driven towards succeeding.
- Are happy to commit to the qualification expectations

As this is a trainee role, you do not need to have previous experience.

**Qualification Expectations**:
To excel in this role, you should have R01 or the CII Diploma in Regulated Financial Planning.

However, don’t worry if you don’t have it yet, as we will support you in obtaining this qualification.

Within 36 months of becoming a Trainee Financial Adviser you must obtain a relevant Level 4 qualification in retail financial services.

To enable us to deliver the best possible service to our clients and create a positive working environment, as a company we abide by these core values:

- Raising the bar - We continuously improve
- Offering clarity - We make things clear and simple
- Putting people first
- We always act in their best interests
- Going the extra mile - We always strive for excellence
- Fresh thinking - We continuously challenge the status quo
- Working together - We value each other highly

Harbour Rock Capital is a specialist financial advisory business focusing on pensions and retirement which looks after over £600m in pension assets for more than 12,500 clients.

Founded in 2017, we help clients get the best out of their pensions, both now and in the future. Whether that be through accessing pension benefits, reducing charges, or improving their performance, we’re focused on delivering specialist financial advice along with a great level of service.

In a fast-paced industry that is rapidly evolving, we are at the forefront of providing a proposition that hasn’t been easily available to the everyday person until now. We need to keep providing great customer service as we grow, and as the environment and technology around us changes. We can’t do that by standing still.

Based, in Rochester, Kent, we employ over 150 likeminded people that strive to do an exceptional job for our clients. In turn we create a positive nurturing environment in which they can thrive - from entry level roles with training, development, and career progression available through to highly qualified experienced industry professionals.

A great place to work must continue to hire great people, so, if you think you could be one of them, we want to hear from you.

As well as a competitive salary, you’ll receive the following benefits:

- Annual bonus scheme
- 25 days holiday on top of public holidays - plus an extra one on your birthday
- Long service holiday - additional holiday after 2,5 and 10 year’s service
- Structured career progression and qualification plan
- Free mortgage and protection advice with Censeo Financial
- Tastecard membership
- Company pension with the same excellent discounts we negotiate for our clients
- Life assurance
- Critical illness cover
- Income protection
-

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