Financial Adviser Trainee

3 weeks ago


Banstead, United Kingdom Antony George Recruitment Full time

Job Title: Trainee Financial Adviser

  1. About Us:

At Antony George Recruitment, we pride ourselves on working with companies that prioritize client objectives and professional service. Our client, MLP Wealth Management, has established a strong reputation in the industry and is committed to delivering exceptional results.

  1. Job Overview:

This Trainee Financial Adviser role offers the opportunity to work closely with experienced financial advisors and gain valuable industry knowledge. You will be responsible for supporting the administration team, gathering policy information, and assisting with projects such as Mifid annual reviews and client campaigns.

  1. Key Responsibilities:
  • Shadowing financial advisors to learn industry best practices
  • Working closely with the administration team to gather policy information
  • Assisting with projects, including Mifid annual reviews and client campaigns
  • Helping advisors write reports, such as annual review letters and client suitability reports
  • General administrative support
  • Communicating directly with clients and conducting client reviews
  • Building relationships with clients and generating new business opportunities
  1. Requirements:

To be successful in this role, you will need:

  • A degree and relevant industry experience, preferably studying for exams towards being an IFA or fully qualified
  • Excellent communication skills, including phone, face-to-face, and written
  • Demonstrated initiative and a strong entrepreneurial spirit
  • Experience with back-office systems, such as X-Plan or similar, FE Analytics, Cashcalc, and provider platforms
  • Strong technical knowledge of pensions, investments, and IHT planning

Why Join Us: Our client offers a 2-3 year training program, with support and examinations to reach the fully qualified IFA status. You will receive a salary between £28,000 - £45,000 per annum, based on experience, and have access to study support, a company pension, and other benefits.



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