Job Description
Servicing Existing Clients, Mentoring Available
Offices near Hemel Hempstead (Hertfordshire)
Hybrid working offered
Salary: Up to £45,000 (DOE) + Study Support & Bonuses
Are you passionate about helping people secure their financial future? Looking to take your first step into a rewarding and dynamic career in financial planning? We’re looking for an ambitious and driven Trainee Financial Advisor to join our client's growing team. This is a fantastic opportunity to learn from experienced professionals, build your knowledge of financial products and regulations, and work towards becoming a fully qualified Financial Advisor.
My client is a wealth planning firm with offices in Hitchin, offering financial advice to HNW retirees, accumulators, local families, and SME owners across the Home Counties, Surrey, Sussex, Kent, and Hertfordshire. They currently manage the affairs of over 500 clients with assets ranging from £100k to over £1m. The advisers consult on pensions, investments, tax planning, cashflow modelling, and retirement planning. They also have in-house mortgage and protection advisers who handle more transactional advice, generating many internal referrals. The firm has longstanding relationships with clients spanning many years.
You will ideally hold the Level 4 Diploma in Regulated Financial Planning or be 1-2 papers away from qualifying.
Your responsibilities will include:
1. Shadow experienced advisors and support the advice process from start to finish.
2. Build strong relationships with clients, understanding their needs and goals.
3. Assist in preparing suitability reports, client reviews, and investment recommendations.
4. Progress through your qualifications and develop your advisory skills.
5. Learn how to manage and grow a client portfolio ethically and compliantly.
If this role interests you or if you're considering other opportunities I am working on, please contact Sam at Financial Divisions.
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