Trainee Financial Advisor

1 week ago

London Area, United Kingdom Enver Wealth Management Ltd. Full time

Job Title: Trainee Financial Advisor

Location: London

About Us: Enver Wealth Management Ltd. is a leading financial services company seeking a Trainee Financial Advisor to join our team in London. As a Trainee Financial Advisor, you will play a key role in helping our clients achieve their financial goals.

Job Summary:

  • We are looking for a highly motivated and ambitious individual to join our team as a Trainee Financial Advisor.
  • As a Trainee Financial Advisor, you will work closely with our experienced team to develop your skills and knowledge in financial planning and wealth management.
  • You will be responsible for building relationships with clients, understanding their financial needs, and providing tailored advice to help them achieve their goals.

Responsibilities:

  • Conduct client meetings and assessments to understand their financial needs and goals.
  • Develop and implement personalized financial plans to help clients achieve their goals.
  • Build and maintain strong relationships with clients through excellent communication and customer service skills.
  • Stay up-to-date with industry developments and best practices in financial planning and wealth management.
  • Work collaboratively with our team to achieve business objectives and grow our client base.

Requirements:

  • Minimum 2 years of sales or client-facing experience.
  • DipFA, IAD, CISI, or equivalent QCF RDR level 4 qualification preferred but not required.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Strong analytical and problem-solving skills.

What We Offer:

  • Fund any exams towards becoming Level 4 qualified (CII/R0s).
  • Provide industry-leading training around client acquisition, retirement modeling, and financial planning.
  • A client bank to the advisor once the individual is fully qualified and ready to advise.
  • Back-office support to ensure you are in front of clients as much as possible.
  • Provide marketing support so you can consistently meet new clients.
  • A team of experienced advisers who you can shadow on client meetings to learn from the best.

How to Apply: If you are a motivated and ambitious individual looking to start a career in financial services, please submit your application.

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