Graduate/Trainee Financial Adviser
3 weeks ago
Fortress Wealth Partnership are seeking a full-time trainee financial adviser to support our current advice team whilst developing their own skills to become an adviser in the future.
This is an ideal opportunity for someone looking for an entry level job, gaining exposure and learning on the job within one of the most successful St James’s Place partner practices.
Core responsibilities
Working one on one with our existing advisers, carrying out a range of duties throughout the full advice process including:
- Liaising with clients and third parties
- Preparing relevant compliance documents
- Analysing recommendations for new plans and existing client holdings
- Ensure appropriate data is accurately recorded within the CRM systems used and updated in line within our company processes.
- Passing industry relevant exams alongside workload.
Key attributes
- Personable
- Excellent written and verbal communication skills
- Desire to provide high standard of service to our clients
- Ability to work in a team whilst managing your own time and workload
- A keen interest in personal finance and investments
- Ability to work under pressure and time constraints
- Commitment to continued professional development
-
Trainee Financial Adviser
1 day ago
London, United Kingdom Financial Lifestyle Management Ltd Full timeLocation: LondonContract Type: Permanent/ Full timeSalary: £35,000Benefits: Pension, PMI, Bupa Cashplan, Wagestream (flexible pay), Perkbox, Techscheme,Volunteer days, Birthday lie in, EAP, Wellbeing support.Are you ready to carve your own path in the world of finance? Do you have a passion for helping others achieve their financial goals while pursuing...
-
Trainee Financial Adviser
21 hours ago
South East London, United Kingdom Financial Lifestyle Management Ltd Full time €35,000Location: London Contract Type: Permanent/ Full time Salary: £35,000 Benefits: Pension, PMI, Bupa Cashplan, Wagestream (flexible pay), Perkbox, Techscheme,Volunteer days, Birthday lie in, EAP, Wellbeing support. Are you ready to carve your own path in the world of finance? Do you have a passion for helping others achieve their financial goals while...
-
Trainee Financial Adviser
1 day ago
South East London, United Kingdom Financial Lifestyle Management Ltd Full time €35,000Location: London Contract Type: Permanent/ Full time Salary: £35,000 Benefits: Pension, PMI, Bupa Cashplan, Wagestream (flexible pay), Perkbox, Techscheme,Volunteer days, Birthday lie in, EAP, Wellbeing support. Are you ready to carve your own path in the world of finance? Do you have a passion for helping others achieve their financial goals while...
-
Financial Adviser
1 week ago
City of London, Greater London, United Kingdom St. James's Place Financial Adviser Academy Full timeA new challenge. A new culture. A new perspective. If you’re looking for a role that provides you with autonomy, meritocracy and flexibility, you’ve come to the right Place. St. James’s Place. A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible. Launch a...
-
Financial Adviser
2 weeks ago
City of London, Greater London, United Kingdom St. James's Place Financial Adviser Academy Full timeA new challenge. A new culture. A new perspective. If you’re looking for a role that provides you with autonomy, meritocracy and flexibility, you’ve come to the right Place. St. James’s Place. A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible. Launch a...
-
Trainee Financial Adviser
2 days ago
London, United Kingdom Financial Lifestyle Management Ltd Full time €35,000Location: London Contract Type: Permanent/ Full time Salary: £35,000 Benefits: Pension, PMI, Bupa Cashplan, Wagestream (flexible pay), Perkbox, Techscheme, Volunteer days, Birthday lie in, EAP, Wellbeing support. Are you ready to carve your own path in the world of finance? Do you have a passion for helping others achieve their financial goals while...
-
Trainee Financial Adviser
2 days ago
London, United Kingdom Financial Lifestyle Management Ltd Full time €35,000Location: London Contract Type: Permanent/ Full time Salary: £35,000 Benefits: Pension, PMI, Bupa Cashplan, Wagestream (flexible pay), Perkbox, Techscheme, Volunteer days, Birthday lie in, EAP, Wellbeing support. Are you ready to carve your own path in the world of finance? Do you have a passion for helping others achieve their financial goals while...
-
Graduate Ifa Administrator
1 month ago
City of London, United Kingdom Augustine Financial Planning Full timeGraduate Trainee required. Start your career in Wealth Management and build your future career with an established and forward-thinking City firm. Are you ready to launch your career in the challenging world of financial planning? The opportunities and prospects in this industry are second to none join us and take your career all the way to the top! Do you...
-
Graduate/Trainee Financial Adviser
3 weeks ago
City of London, Greater London, United Kingdom Fortress Wealth Partnership Limited Full timeFortress Wealth Partnership are seeking a full-time trainee financial adviser to support our current advice team whilst developing their own skills to become an adviser in the future. This is an ideal opportunity for someone looking for an entry level job, gaining exposure and learning on the job within one of the most successful St James’s Place partner...
-
Graduate Trainee Financial Advisor
7 hours ago
London, United Kingdom Artemis Recruitment Consultants Ltd Full time €30,000Graduate Trainee Financial Planner - London Graduate Trainee Financial Planner - London Our client is looking for a recent Graduate to join their team as a Trainee Financial Planner in their London office. This would be a fantastic opportunity for a candidate to gain broad experience and train towards becoming a fully qualified Financial Planner. You...
-
Graduate Trainee Financial Advisor
4 hours ago
London, United Kingdom Artemis Recruitment Consultants Ltd Full time €30,000Graduate Trainee Financial Planner - London Graduate Trainee Financial Planner - London Our client is looking for a recent Graduate to join their team as a Trainee Financial Planner in their London office. This would be a fantastic opportunity for a candidate to gain broad experience and train towards becoming a fully qualified Financial Planner. You...
-
Financial Adviser
1 week ago
City of London, Greater London, United Kingdom St. James's Place Financial Adviser Academy Full timeBuild long-term relationships. Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience from within our internal community of specialists and insight from leaders in other sectors. This is a full-time programme, fully funded by...
-
Financial Adviser
2 weeks ago
City of London, Greater London, United Kingdom St. James's Place Financial Adviser Academy Full timeBuild long-term relationships. Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience from within our internal community of specialists and insight from leaders in other sectors. This is a full-time programme, fully funded by...
-
Graduate Trainee Financial Advisor
4 hours ago
London, United Kingdom Artemis Recruitment Consultants Ltd Full time €20,000 - €26,000Type of Position: Trainee Financial Adviser - London Trainee Financial Adviser - London We are working with a client in London looking for a confident, motivated and organised individual to join their team and have the opportunity to train to become a fully qualified Financial Adviser. The successful candidate will ideally be at graduate level, and will...
-
Graduate Trainee Financial Advisor
7 hours ago
London, United Kingdom Artemis Recruitment Consultants Ltd Full time €20,000 - €26,000Type of Position: Trainee Financial Adviser - London Trainee Financial Adviser - London We are working with a client in London looking for a confident, motivated and organised individual to join their team and have the opportunity to train to become a fully qualified Financial Adviser. The successful candidate will ideally be at graduate level, and will...
-
Trainee Financial Adviser
5 days ago
London, United Kingdom Blakemore Recruitment Full timeLocation - London Salary - £35,000 Our client are an award-winning team of Independent Financial Advisers who provide a personal, independent and bespoke wealth management service to high net worth clients. They are expanding their successful business in London and are seeking Trainee Financial Advisers to join their team. As a Trainee Adviser, you...
-
Trainee Financial Adviser
1 month ago
London, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Services London 01/02/2024 Type of Position: Trainee Financial Adviser - London Pay: £20k - £26k **Trainee Financial Adviser - London**: **Responsibilities**: - Attend Client Meetings with Senior Advisers - Manage Action Points from Client Meetings - Business Submission - Carry Forward, Annual Allowance, Lifetime Allowance Calculations -...
-
Trainee Financial Adviser
4 weeks ago
London, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Services London 26/07/2023 Type of Position: Trainee Financial Adviser - London Pay: £22k - £26k **Trainee Financial Adviser - London**: **Responsibilities**: - Attend Client Meetings with Senior Advisers - Manage Action Points from Client Meetings - Business Submission - Carry Forward, Annual Allowance, Lifetime Allowance Calculations -...
-
Trainee Financial Adviser
4 hours ago
London, United Kingdom Artemis Recruitment Consultants Ltd Full time €20,000 - €26,000Type of Position: Trainee Financial Adviser - London Pay: £20k - £26k Trainee Financial Adviser - London We are working with a client in London looking for a confident, motivated and organised individual to join their team and have the opportunity to train to become a fully qualified Financial Adviser. The successful candidate will ideally be at...
-
Trainee Financial Adviser
1 month ago
London, United Kingdom Artemis Recruitment Consultants Ltd Full timeType of Position: Trainee Financial Adviser - London Pay: £20k - £26k Trainee Financial Adviser - London We are working with a client in London looking for a confident, motivated and organised individual to join their team and have the opportunity to train to become a fully qualified Financial Adviser. The successful candidate will ideally be at...