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Trainee Financial Adviser - Chelmsford, Chelmsford
Client:
Blakemore Recruitment
Location:
Job Category:
Finance
EU work permit required:
Yes
Job Reference:
1a37f8e209d4
Job Views:
3
Posted:
14.05.2025
Expiry Date:
28.06.2025
Job Description:
We are currently recruiting for a financial planning practice that is looking for a recently qualified Trainee/Junior IFA to join their team. The ideal candidate will be someone who is seeking their first step into Financial Advice. You will be required to already have the Level 4 Diploma. All training will be provided.
Job Purpose
As a Trainee Financial Planner, you will assist in providing financial plans and advice to prospective and existing private clients while studying towards the CII qualifications.
Job Role
* Learn all aspects of the firm’s financial planning proposition.
* Gain experience in transactional work and assisting in the provision/implementation of suitable private client financial advice to meet activity targets.
* Assist in delivering independent financial plans and advice to private clients in accordance with standards through effective communication, workflow management, and record-keeping.
* Develop technical and market awareness to support Private Client Financial Planners.
* Maintain CPD requirements as per the T&C handbook.
* Record and maintain information on Adviser Office for work tracking and management.
* Communicate with the Financial Planning Team on issues or findings.
* Develop technical knowledge from studies and on-the-job experience.
* Be aware of the various services provided by the business.
* Maintain professional relationships with clients.
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