Trainee Financial Adviser

We are delighted to be working alongside one of the UK’s biggest Financial Services firms, as they look to develop the next wave of Financial Advisers to the industry.

This nationwide Wealth Management have a presence all over the country and are looking to bring in quality and ambitious financial services professionals.

Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find individuals who possess honesty, loyalty, integrity, and an excellent work ethic.

To be successful, it is imperative that you will be a professional and ambitious individual who can build strong rapport with their clients; It will also be crucial that you can regularly develop and maintain successful and long-lasting client relationships.If you have experience as a Financial Adviser, within a face to face or client dealing role and are either level 4 qualified (in financial services) or are working towards your level 4 diploma, then the firm are eager to speak with you.

**Duties and Responsibilities**
- You will provide financial advice to prospective and existing clients, meeting their financial goals and objectives; You must undertake frequent client meetings with existing and prospective clients while always providing a consistent service to all levelsof client regardless of their business requirement
- You will professionally service the needs of existing clients while creating new opportunities via networking and referrals
- You will create a business plan with management and work towards agreed targets and goals; You will subsequently work hard to achieve business quality standards that comply with the firm’s procedures as set out in the agreed original (and future) businessplans
- You must act in a compliant manner and deliver an outstanding level of customer service while ensuring that you adhere to the FCA rules and regulations; To ensure maintenance of competence, you will regularly review your training needs and, in conjunctionwith your supervisor, you will address those needs in an appropriate and timely manner
- You will undertake regular professional development to ensure each client receives up-to-date and appropriate advice; Going forward, you will be fully supported in successfully completing regulatory training
- In line with business standards, you will ensure that all client data, business transactions and information are recorded in a timely manner

**About You**
- You must have achieved or be working towards the Level 4 Diploma in Financial Advice (CII, CISI or LIBF). Also, CAS/CF30 status currently or previously held is desired but not essential
- Possess a keen interest in Financial Advice and be motivated to develop your knowledge on all associated advice areas (including investments, pensions, protection, retirement options, and tax planning)
- You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study/training where appropriate
- You must be hard working, enthusiastic, confident, and articulate with a strong commitment to delivering an excellent client experience/service; You will have a strong ability to build long-term relationships with clients
- You will be a confident and charismatic individual with excellent sales and presentation skills; You will be driven and highly motivated to achieve and exceed business targets
- You must have exceptional interpersonal and organisational skills; You will have the ability to work individually as well as part of a team
- You will be IT literate

**Financial Adviser Options Available**
- As an Employed Financial Adviser, you will have the opportunity to manage your clients with solid back office support and on-going personal development guidance. The package on offer can be tailored to suit your requirements to ensure that you have a solidbase to be an effective, efficient, and successful adviser.
- As a Self-Employed Financial Adviser, you will have all of the same support as the business’s employed advisers but with an attractive commission split that has convinced a large percentage of advisers to adopt the Self-Employed route. The firm can alsoprovide financial assistance to aid you with your transition into a new role.

**Benefits**

As an Employed Financial Adviser, in addition to your salary, discretionary cash bonus scheme and 25 days' holiday, you will also be entitled to the following benefits:
Retirement Benefits
Salary and Bonus Sacrifice Arrangements
Life Assurance Cover
Sick Pay Arrangements
Permanent Health Insurance
Private Medical Insurance
Employee Assistance Programme
Health Screening and Eyesight Testing
Critical Illness Cover
Car Parking (dependent on office)
Season Ticket Loans and Childcare Vouchers
Maternity and Paternity Benefits
Local Discounts
Sharesave Option Scheme & Share Incentive Plan