Trainee Financial Adviser

Job Title: Trainee Financial Adviser

(No Cold Calling)

Humboldt Financial is an exciting brand in the financial services industry. Our culture embraces the “work hard play hard” mentality, as we firmly believe that a fulfilled and motivated team leads to very satisfied clients.

With offices based in the heart of the City of London, Humboldt Financial has an established client base comprised of City-based professionals, business owners and tech entrepreneurs.

We are currently seeking motivated and experienced individuals to join our dynamic team. As a trainee financial advisor, you will play a key role in helping our clients achieve their financial goals and plan for their future.

We specialise in all areas of financial planning, and we break the typical mould of a financial advisory company by providing professional long-term client led solutions, that are given remotely through cutting edge technology. As our client base continues grow (turnover is up 50% for the last financial year) we need hard working, highly motivated and intelligent people to join in our success.

This role is designed to offer the individual the opportunity to build a substantial client base of high-net-worth individuals. The ultimate goal is to become a fully qualified financial adviser with the option to build your own team in the future and progress to a Chartered Level.

The team is expanding rapidly, and the aim is to provide a level of technical expertise and personal service to our client base of high-net-worth individuals.

Key responsibilities and accountability
- Building and maintaining strong relationships with new clients, providing ongoing support and guidance.
- Provide an exceptional level of customer service to schedule meetings to enhance and develop new or existing relationships in pursuit of new advice opportunities to increase business levels.
- Focus on delivering long term relationships that deliver value to the client.
- Comply with all ethical and regulatory requirements in the financial industry by following office processes.
- Meet or exceed sales targets and contribute to the overall success of the company.
- Staying current with changes in the financial industry and market trends
- Gain a comprehensive depth of knowledge by extensive training and completion of exams by reaching a Diploma or Chartered level

Competency Requirements
- Excellent interpersonal and communication skills, with the ability to explain complex financial concepts in a simple and understandable manner
- Strong organisational and time management skills, with the ability to prioritise and manage multiple tasks and clients
- To be part of a culture which is centred around the following values: Partnership, Reputation, Frugality, Humbleness and Results.
- Have the necessary work ethic and hard-working attitude required to be successful in this sort of environment.
- Conduct all business with the utmost integrity to satisfy the requirements of compliance and regulatory bodies.
- 100% is the only target that you should aim for; both individually and as a team.

Other Job Specific Experience/Technical Skills/Abilities
- Sales experience is desirable but not essential.
- Winning mentality.
- Relevant IT knowledge (Microsoft Office & Excel).

Company Benefits
- Performance related bonus.
- Fast growth in the industry as your client bank grows year on year so will your earnings.
- Fun, enjoyable office environment with unlimited tea, coffee, prosecco and beer kegs.
- Roof Terrace overlooking St Paul’s Cathedral.
- All-inclusive company trip abroad each year.
- Annual company retreat to Grand National horse racing
- Paid for annual leave of 2 weeks over Christmas and New Year.
- Family & friends discount on advisory fees.
- Work from home flexibility.
- Fast track exam route to becoming a qualified Financial Adviser within 12 months of employment.
- Examination cost covered by the company.
- Salary increase after every exam passed.
- Monthly Exceptional Service awards.

NOTE: This job description is not intended to be all-inclusive. Employees may perform other related duties to meet the ongoing needs of the organisation.

**Job Types**: Full-time, Permanent

**Salary**: From £27,500 - £33,000 per year + Performance Related Bonus

Location: City of London

**Job Types**: Full-time, Permanent

**Salary**: £27,500.00-£33,000.00 per year

**Benefits**:

- Company events
- Company pension
- Life insurance
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Performance bonus
- Yearly bonus

Ability to commute/relocate:

- London: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Financial services: 1 year (preferred)

Work Location: In person