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Financial Services Trainee
2 months ago
A dynamic opportunity has been created for driven individuals to join our established graduate program at a leading Chartered Wealth Management House, located in a thriving business park.
The successful candidate must be a strong and confident communicator with a passion for the financial advice sector.
The individual should have an appreciation, and preferably experience, of delivering high-quality service to consumers and be prepared to commit to a comprehensive schedule of Continuing Professional Development (CPD) to further support this.
While the firm will support the successful candidate through to Chartered status both practically and financially, the individual will need to be prepared to study outside of working hours and apply themselves to our proven progression plan.
Graduate Programme Structure- First 6 months: Trainee financial adviser
- 6-18 months: Trainee financial adviser
- 18-30 months: Trainee financial adviser
- Post-qualification: Financial Adviser
Key Responsibilities:
- Manage adviser platform subscriptions and handle inbound enquiries from prospective clients.
- Arrange qualified appointments for advisers across the country.
- Build and maintain relationships with advisers and introducers.
- Contribute to the development of systems and processes to make the client journey seamless.
- Promote customer programs to the wider community and support marketing activity.
Benefits:
- Competitive compensation package dependent on skills and experience.
- 25 days annual leave.
- Auto-enrolment pension.
- Training and support towards industry-recognised certifications.
- Death in Service.
- Cycle to work scheme.
