Trainee Financial Adviser

We are delighted to be working with this long established and well recognised Financial Services company that have been providing financial advice to corporate and private clients for more than 70 years! The business has continued to grow throughout this time, largely through referrals and repeat business, in a lot of cases they have been looking after generations of family wealth.

• Identify and contact potential clients. 
• Gather and record sufficient client information and identify client needs and aims.
• Analyse information gathered and undertake sufficient research to support the advisers and paraplanners to make suitable recommendations. 
• Complete all supporting documentation in an accurate manner.
• Attain Competent Adviser status as defined by the Regulator and the firm.

• Excellent communication and listening skills.
• The ability to explain complex information clearly and simply.
• The ability to analyse and research information.
• An interest in financial products and markets.
• Good maths and computer skills.
• Determination and motivation to meet targets.
• Discretion and a trustworthy manner.
• Accuracy and attention to detail.
• A respect for private and confidential information.

• QCA Level 4 Qualification – Diploma in Financial Planning (e.g. CII / IFS).
• Financial Services experience – at least 4/5 years in the industry with a minimum of 2 years within an IFA environment, perhaps with a paraplanning/administration or compliance background.
• Knowledge of technology; i.e. laptop / PC and be able to use e-mail / internet and research / suitability systems.

• Presentable and professional with a desire to learn.
• Passionate about the industry with an excellent work ethic.
• Highly client focused with excellent communication skills.
• Good understanding of pensions and investments.
• Valid and clean driving licence.