Trainee Financial Advisor

2 weeks ago

Manchester, United Kingdom Cullen Brooke Full time

Our client is a successful, award-winning financial planning firm in Manchester has a newly created vacancy for an Trainee Financial Advisor to join this established team. Offering expert financial advice to their client base, helping them plan for their best financial future.

With over £1 billion in Assets Under Management on behalf of a diverse client base, managing employee benefit solutions for over 500 companies. As a trainee advisor you will join like-minded professionals continually focused on updating their skills and knowledge so they can remain at the top of the industry. It is imperative you believe in the importance of financial advice and how you provide it

To be successful, it is imperative that you will be a professional and ambitious individual who can build strong rapport with their clients; It will also be crucial that you have strong communication skills to develop and maintain a successful and long-lasting client relationships. If you have experience within a face to face or client dealing role and are either level 4 qualified (in financial services) or are working towards your level 4 diploma, then the firm are eager to speak with you. Perhaps you are an experienced Para-planner looking for your first IFA role

**Duties and Responsibilities**
- You will provide financial advice to prospective and existing clients, meeting their financial goals and objectives; You must undertake frequent client meetings with existing and prospective clients while always providing a consistent service to all levels of client regardless of their business requirement.
- You will professionally service the needs of existing clients while creating new opportunities via networking and referrals.
- You will create a business plan with management and work towards agreed targets and goals; You will subsequently work hard to achieve business quality standards that comply with the firm’s procedures as set out in the agreed original (and future) business plans.
- You must act in a compliant manner and deliver an outstanding level of customer service while ensuring that you adhere to the FCA rules and regulations; To ensure maintenance of competence, you will regularly review your training needs and, in conjunction with your supervisor, you will address those needs in an appropriate and timely manner.
- You will undertake regular professional development to ensure that each client receives up-to-date and appropriate advice; Going forward, you will be fully supported in successfully completing regulatory training.
- In line with business standards, you will ensure that all client data, business transactions and information are recorded in a timely manner.

**About You**
- You must have achieved or be working towards the Level 4 Diploma in Financial Advice (CII, CISI or LIBF). Also, CAS/CF30 status currently or previously held is desired but not essential.
- You must have a keen interest in financial advice/wealth management and be motivated to develop your knowledge on all associated advice areas (including investments, pensions, protection, retirement options, and tax planning).
- You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study/training where appropriate.
- You must be hard-working, enthusiastic, confident, and articulate with a strong commitment to delivering an excellent client experience/service; You will have a strong ability to build long-term relationships with clients.
- You will be a confident and charismatic individual with excellent sales and presentation skills; You will be driven and highly motivated to achieve and exceed business targets.
- You must have exceptional interpersonal and organisational skills; You will have the ability to work individually as well as part of a team.
- You will be IT literate.

**Options**
- As an Employed trainee Adviser, you will have the opportunity to manage your clients with solid back office support and on-going personal development guidance. This is an excellent opportunity to become an effective, efficient, and successful adviser

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

**Salary**: £35,000.00-£40,000.00 per year

**Benefits**:

- Company pension
- Work from home

Schedule:

- Day shift
- Monday to Friday
- No weekends

Ability to commute/relocate:

- Manchester, M1 1DE: reliably commute or plan to relocate before starting work (required)

Work Location: One location

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