Financial Adviser Trainee

1 week ago

London, Greater London, United Kingdom TAB Consultancy Full time
About the Role

We are seeking a highly motivated and ambitious Trainee Financial Adviser to join our team at TAB Consultancy. As a Trainee Financial Adviser, you will play a key role in providing holistic independent advice to our clients, working closely with our experienced team to deliver exceptional results.

Key Responsibilities
  • Provide financial planning to prospective and existing clients, striving to fully achieve their financial goals, needs, and objectives.
  • Meet with prospective clients on a regular basis, providing a high level of service while conducting meetings in line with company expectations.
  • Undertake regular professional development to ensure that each client receives up-to-date and appropriate advice, acting in a compliant manner and delivering an outstanding level of customer service.
  • Professionally service the needs of existing clients, creating new opportunities via networking and referrals.
  • Meet planned business targets in line with business standards, ensuring that all client data, business transactions, and information are recorded in a timely manner.
About You
  • You will hold the Level 4 Diploma in Financial Advice as a minimum, obtained via the CII, CISI, or LIBF.
  • You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills, possessing exceptional interpersonal and organisational skills, as well as excellent communication and negotiation skills.
  • You will be driven and highly motivated to achieve and exceed business targets, with a strong commitment to delivering an excellent client experience and service.
  • You will be eager to develop your career, possessing a strong understanding of how you would like to achieve this, and be prepared to undergo further study and training where appropriate.
  • You will have knowledge on all areas of financial advice, including investments, pensions, protection, retirement options, and tax planning, with the ability to research, analyse, and interpret a diverse range of information.
  • You will command a strong ability to build and maintain long-term relationships with clients, with the ability to work individually as well as part of a team.
  • You will have strong literacy, numeracy, and IT skills, with the ability to convey complex information to a wide variety of people with various levels of understanding both written and verbally.

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