Financial Advisor Trainee
6 days ago
We are seeking a motivated and organised individual to join our team as a Trainee Financial Adviser. The successful candidate will have the opportunity to train to become a fully qualified Financial Adviser, delivering support to a Senior Adviser and their team.
About the Role:- This is an ideal position for a graduate looking to start their career in financial services.
- The role involves attending client meetings with senior advisers, managing action points, and contributing to business submissions.
- Attend Client Meetings with Senior Advisers and gain valuable experience in client interaction.
- Manage Action Points from Client Meetings effectively, ensuring timely completion of tasks.
- Contribute to Business Submissions, utilising skills in analytics and report preparation.
- Provide excellent customer service, responding to client inquiries and identifying opportunities for referrals.
- Manage workflow CRM systems efficiently, maintaining accurate records and data.
- Prepare detailed illustrations and electronic business submissions using Blue-door software.
- Calculate critical yield calculations accurately, providing valuable insights to clients.
- Oversee the completion of the Letter of Authority Process, ensuring seamless client onboarding.
- Maintain accurate data on Salesforce, ensuring up-to-date client information.
- Prepare thoroughly for all meetings, demonstrating professionalism and expertise.
- Degree-level educated with a strong understanding of wealth management principles.
- Relevant experience in regulated financial services or a similar industry.
- Excellent organisational and time management skills, with attention to detail.
- Strong communication and interpersonal skills, with the ability to work effectively in a team.
- Computer literate, with proficiency in Microsoft Office and CRM systems.
- A competitive salary of £25,000 - £32,000 per annum, commensurate with experience.
- Exam support and additional leave to sit professional exams, enhancing your qualification and career prospects.
- Ongoing training and development opportunities, ensuring you stay up-to-date with industry trends and best practices.
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