Trainee Financial Adviser

**Ranked as one of the Top 100 Financial Advisers in the country with the FT Adviser Top 100 for five consecutive years to 2024.**

At Douglas Steers and Company, we are dedicated to helping our clients achieve their financial goals through expert advice, strategic planning, and personalised financial solutions. We pride ourselves on fostering a collaborative and supportive environment, valuing every team member’s contribution while promoting continuous professional development.

**Position Overview**:

- Full training plan and career path, within a stable business environment. Once fully qualified the role would extend and ultimately be that of advising existing and new clients on their financial planning requirements and provide great earning potential.

**Basic Salary from £25,000**

This role is mainly office-based with the advancement into a hybrid role.

This opportunity is based at our **upcoming Birmingham office**, which is currently in development. As we expand our regional presence, this role offers a unique chance to be part of the foundation of our Birmingham team and grow with the office from the outset.

**Key Responsibilities will include but are not limited to**:

- Providing comprehensive administrative support to advisers, ensuring smooth and efficient daily operations
- Collating and organising client financial information, ensuring accuracy and completeness
- Preparing detailed illustrations and client valuations in preparation for client meetings
- Conducting thorough fund research to support financial planning recommendations
- Compiling and drafting Suitability Reports, ensuring they align with clients’ financial objectives and regulatory requirements
- Ensuring client files remain fully compliant with industry standards and company policies
- Managing cases from start to finish, ensuring all actions are completed on time and to a high standard, with regular updates provided to clients and advisers

**About You**:

- CII Level 4 Diploma (desirable)
- Comfortable handling a heavy workload and adapting to shifting priorities
- Demonstrate excellent time management skills, consistently meeting deadlines
- Work well under pressure while maintaining a high standard of work
- Excellent analytical skills with the ability to interpret complex financial data
- Ability to work as part of a team or on their own, using initiative
- Highly organised & methodical with excellent attention to detail
- Proficiency in Microsoft Office Suite and Outlook; particularly Excel

**Benefits**:

- 25 days holiday
- No weekends
- Christmas closure
- Paid study material & exam workshops
- Study time during working hours
- Paid CII membership
- Full back-office support
- Expanding business and opportunity to grow
- Opportunity for hybrid-working
- Company events
- Wellbeing support
- Cycle to Work scheme (after 2 years)
- Birthday off (after 2 years)

**What next?**
If you are passionate about helping individuals and families achieve their financial goals, eager to take the next step in your career and believe you have the skills and experience to thrive in this role, we'd love to hear from you
- Douglas Steers & Company is an equal opportunity employer and is committed to fostering an inclusive, diverse, and respectful work environment for all employees._

Pay: Up to £25,000.00 per year

**Benefits**:

- Company events
- Company pension
- Cycle to work scheme
- Financial planning services
- Free parking
- Health & wellbeing programme
- On-site parking

Schedule:

- Monday to Friday
- No weekends

Work Location: In person