Trainee Financial Advisor

3 months ago

Blackburn, United Kingdom Templegate Full time

**TEMPLEGATE RECRUITMENT**
**Financial Services Specialist Recruiters**

**Job Title**: Trainee Financial Adviser

**Location**: Blackburn

**Benefits**:
28 days’ holiday per annum + bank holidays
office closedown over Christmas period
on site free parking
employer pension contribution of 8%,
death in service life cover of 4 x salary
private medical insurance
income protection scheme
flexible benefits (salary sacrifice) scheme including a range of benefits such as extra holidays, electric car scheme etc
flexible/hybrid working.
cycle to work scheme
dress for your day policy and dress down Friday’s
paid sick leave
extensive learning & development opportunities and study support

**Salary**: £25,000 to £30,000 depending on qualifications and experience

**About the Company**:
An opportunity has arisen to join our clients Financial Planning team as a Trainee Financial Adviser. This is a unique opportunity to work within a firm of Chartered Accountants and business advisers. Our clients Financial Planning business is ready to grow but requires further capacity to facilitate this. You will work as part of the financial planning team providing an excellent service to clients in accordance with the firm’s values, procedures, prevailing legislation and good professional practice so as to meet or exceed clients’ expectations and needs.

**You must have at least 2 years IFA Administrator experience and started the studying for the level 4 diploma.**

**What Your Day to Day Duties Will Include**:

- Respond to client queries with support from line manager.
- Work on small client portfolio to support financial advisers with processing new and ongoing work.
- Complete valuations in a timely manner.
- Complete workflows within appropriate timescales. This would include smartsearches, running Attitude to Risk Questionnaires (ATR’s), creating new clients on xplan system, chasing providers for requested information, ensuring client files are compliant etc.
- Processing new work, dealing with clients money including trading funds.
- Gaining knowledge and understand processes when working with Pensions, Investments and Protection.
- Greet clients for in office client meetings.
- Assist with Financial Planning team duties.

**What is Needed to Be Considered**:

- Ability to manage own workload and work within a small team
- Knowledge of business processes, standards, policies and procedures
- Experience within the Financial Services Industry
- Exceptional communication skills at all levels
- Excellent organisational skills Knowledge of Microsoft Word, Excel, Outlook and ideally 7IM and Transact.
- To work towards attaining a Level 4 qualification if not already qualified.
- Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for_

**Job Types**: Full-time, Permanent

**Salary**: £25,000.00-£30,000.00 per year

**Benefits**:

- Flexitime

Schedule:

- Flexitime
- Monday to Friday

Ability to commute/relocate:

- Blackburn, Lancashire: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Financial planning: 1 year (preferred)

Work Location: In person

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