This Trainee Financial Advisor job in Warwickshire provides opportunity to closely support a Chartered Financial Adviser, in return receiving full support and mentoring
You would be undertaking a blended role with paraplanning duties and client relationship management which would enable you to be well equipped to become a Financial Adviser in your own right, within the business. This is a tried and tested model that has successfully worked twice before.
As a Trainee Financial Advisor, your responsibilities will include:
Accompanying the Financial Adviser to most client meetings
Taking meeting notes
Acting as a Paraplanner, whereby you will be undertaking research and producing suitability reports
Undertaking tasks to assist the Financial Adviser be effective in their role
Liaise with the back office team to co-ordinate tasks
Through undertaking this role, you will shadow their high-performing Chartered Financial Planner which will equip you to become your own highly accomplished Adviser in circa 2 years. The Adviser regularly works with millionaires and high-performing business owners with complex financial planning needs.
Trainee Financial Adviser Requirements
This is well suited to a current Paraplanner or Junior Financial Adviser with aspirations to become a Financial Adviser in 2 years
You must hold your full Level 4 Diploma in Financial Planning and have ambitions to achieve Chartered status
You must have a professional approach to your work and be a positive representative of the brand at all times
The Company
This long established multi-disciplined wealth management and investment management firm are continually looking to evolve and improve their service to clients. They are well respected within their business community.
Trainee Financial Adviser Benefits
Salary of approximately £40,000, rising with progression
Pension contribution of 8%, DIS, PHI at 50% of salary and PMI for employee plus holidays
Need for you to be flexible with your working hours to accommodate the needs of the clients with evening appointments etc
Need to be travel to attend client meetings within the local area
Location:
Warwickshire
Call us now on 0208 0044 154 or click Apply
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