Junior Financial Advisor
6 days ago
About the Role
We are seeking a highly motivated and ambitious individual to join our Financial Team as a Trainee Financial Advisor. As a valued member of our team, you will be responsible for providing first-class administration support while learning the skills and knowledge required to become a successful Financial Planner.
Key Responsibilities
- Providing administrative support to the Financial Team
- Learning and developing skills in financial planning and analysis
- Assisting in the preparation of client meetings and presentations
- Developing new client opportunities through referrals and networking
- Working closely with experienced advisors to gain industry knowledge and best practices
About Our Client
Our client is a leading wealth management firm that specializes in providing high-quality personal advice on various aspects of wealth management. They assist businesses in navigating complex financial planning issues, including corporate financial planning, pensions, protection, tax planning, and exit planning.
A Typical Day
As a Trainee Financial Advisor, you will be responsible for a variety of tasks, including preparing paperwork and valuations, maintaining internal databases, dealing with new business applications, and responding to internal and external client queries. You will also be responsible for chasing remuneration and adviser fees, setting up client meetings, and assisting in pre- and post-sale administration.
Requirements
- Experience within a Financial Services organization
- Financial Services qualifications, including RO4
- Good communication and computer literacy skills
- Good presentation skills
About tPS Recruitment
tPS Recruitment is a leading recruitment agency specializing in Financial Services recruitment. We are passionate about connecting talented individuals with top financial institutions and helping them achieve their career goals.
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