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Trainee Financial Adviser

5 months ago

Fareham, United Kingdom CAPIO RECRUITMENT LIMITED Full time

_**Job Title: Trainee Financial Adviser**_
- **Location: Portsmouth area**_
- **Salary: £35,000 - £40,000**_

**About the firm**

Our client is a successful family run IFA firm based in the Portsmouth area who have an emphasis on their personal and transparent approach to their clients. They have been running for over 20 years and pride themselves in providing reliable and honest adviceto professional people, individuals and business owners.

In recent years our client have gone from strength to strength, expanding their current team and acquiring other firms in the local area, working together with clients from all around the local area, across Hampshire, Dorset and Sussex.

**About the role**

This is a professional position that will involve being allocated a number of Mass Affluent client relationships to continue to look after. You will be expected to assist in providing Annual Reviews to these clients using Voyant Financial Planning softwareand our Annual Review process.

The team are measured on and display these Core Values:

- Their clients are at the heart of what they do
- Exhibits modesty and humility alongside confidence
- Always has a positive attitude
- Constantly looking to improve
- Behaves in a Professional manner and has Integrity

**Qualifications**
- Organised with strong attention to detail and a Minimum of Level 4 Financial Planning qualification from either the PFS, CII or CISI
- Strong financial and analytical skills
- Strong persuasive and interpersonal skills
- Ability to identify, meet, and follow through with client needs and requirements
- Must be a self-starter, problem solver, and a goal orientated team player with a no job is beneath me attitude
- Ability to work independently and keep directors aware of progress and challenges
- Show curiosity and confidence when dealing with clients and directors

**Compensation & Benefits Summary**
- Generous Basic Salary between £35K to £40K plus a bonus paid at 30% above a 3x validation of basic salary, includes recurring income contributing to this validation and Bonus paid on a quarterly basis.
- Set career progression matrix with Shares in Unity WM available once reached a specific level
- Mentorship from Financial Planning Director with 20 year’s experience
- Ongoing training and access to professional events
- Company Pension Scheme with 3% employer contribution
- Non Contributory Private Medical Insurance
- 20 Days holiday increasing to 28 days as you move up the career matrix
- Time off between Christmas and New Year without taking it as part of holiday entitlement
- Flexible working from our office or from home
- Top of the range laptop
- Mobile Phone
- Business Mileage allowance for client out of office meetings
- Company car allowance as you move along the career progression matrix