Trainee Financial Adviser

21 hours ago

London, United Kingdom Financial Divisions Full time

**The Opportunity**

This is an exciting opportunity for an individual who has little to no experience working as a financial adviser in the UK however is close to, or has passed the level 4 diploma qualification. If this applies to you and you are a highly motivated individualwith excellent communication skills, then this may be the perfect opportunity. Our client has a proven track record of training and developing inexperienced advisers and helping them achieve earnings in excess of £100K per year. They provide a proven infrastructureto fully support you to succeed, and you will not only be supported to achieve the above but will also build a tangible asset which can be sold on at a later date, therefore providing an exit strategy for the future.

**The Role**

As a Financial Adviser you will be expected to build long term relationships with clients and ensure that the clients’ interests are a priority. Specific duties will include:
Providing an excellent and consistent standard of financial advice to existing and prospective clients

Maintaining the reputation of the business by practicing the highest standards of conduct when dealing with clients

Using relevant tools and reports to enhance the quality of advice to both prospective and existing clients

Meeting with prospective clients with the aim of converting into long standing client relationships

Keeping up to date with FCA regulations, new products and policies, and to understand the impact of any changes on clients.

Build a detailed picture of the client's financial circumstances (through dialogue and desk research) to provide the client with ideas and opportunities to maximise the value of the client’s current and future net worth.

Maintain ongoing relationships with clients using Salesforce in addition to other tools

**About you**

Although no specific UK Financial advice experience is essential, you will possess the following experience and attributes:
Level 4 diploma Qualified (or in the final stages of becoming qualified) - ESSENTIAL

Professional conduct and appearance

Able to excel in a sales orientated environment

Strong desire for professional development

Passionate about building long term relationships with clients

Demonstrable success in a previous role

Highly motivated, driven and commercial

Experience within financial services preferable but not essential

Ambitious with a focus on client service and generating new connections

Demonstrable experience of building rapport and interacting with clients effectively

Evidence of client relationship management and identifying new opportunities

Excellent organisational and communication skills

Ability to manage multiple senior stakeholders and reporting requirements

Ability to use initiative to problem solve

Adaptable to change in a fast-paced environment

Committed to advocating and encouraging an inclusive and diverse team culture

**In summary**

This is an opportunity for a talented, qualified individual to join a leading business in their field of expertise and be given the platform to build a lucrative, successful business and tangible asset, thereby providing a secure, long-term future. You willbe supported to achieve your goals and be provided with all the tools necessary to succeed.

If this is opportunity is of interest, please either call Jim Maddison.

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