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London
09/03/2025
Type 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 graduate level, and will deliver support to a Senior Adviser and their team, whilst continuing the path to being fully qualified.
Responsibilities:
- Attend Client Meetings with Senior Advisers
- Manage Action Points from Client Meetings
- Business Submission
- Analytics using FE Analytics and preparation of detailed Voyant reports
- Respond to Client Inquiries (Technical and administrative)
- Identify Opportunities and Referrals from Existing Clients
- Managing workflow CRM systems
- Preparation of Illustrations and Electronic Business Submissions utilising the Blue—door software
- Critical Yield Calculations
- Oversee the completion of the Letter of Authority Process
- Ensure data on Salesforce is completed
- Prep for all meetings
Desired Skills:
- Degree level educated
- Relevant experience in Wealth Management or regulated Financial Services
- Attention to detail & excellent organisation skills
- Excellent standard of written & verbal communication skills
- Computer literate and familiar with Microsoft Office
Personal Qualities
- Keeps calm when faced with conflicting demands and handles these effectively
- Strong interpersonal skills, demonstrating a professional, proactive, and positive attitude
- Ability to work autonomously as well as working on shared goals as part of a team
- Manages time effectively with the ability to multi-task
Our client is offering a generous package, including exam support and additional leave to sit the exams whilst working towards your diploma.
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