Give us a call on 0117 379 0818

Trainee Financial Adviser, Altrincham (CR-916)

£28000 - £40000 Plus benefits

Our Client is a Chartered firm of Financial Advisers that have built a strong reputation on client care and customer satisfaction, based on high levels of integrity and ethics.  A unique opportunity has recently arisen as the company continue to grow. The role will involve assisting the Chartered Financial Adviser to provide an all-round financial planning service to clients. You will engage with the clients, mainly high profile sporting professionals, on a much more personal level and learn the softer skills required to become an adviser, whilst continuing with your studies to achieve Chartered status.  There is a clear progression path for those that want to move on from a Trainee adviser role to an advisory role once Chartered. 

 

Responsibilities

  • Provide technical support and back up to the Chartered Financial Consultant
  • Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients in conjunction with the paraplanning team
  • To provide assistance to the paraplanning team when workload dictates for all consultants
  • Facilitate all advice within a strict ethical and compliance framework and under supervision of the Chartered Financial Consultant
  • Deal with client and insurer queries to completion via the telephone or in writing
  • To conduct group scheme meetings with clients referred by the Company in an effective and efficient manner
  • Ensuring your technical knowledge is kept up to date and that CPD records are filed monthly for compliance purposes
  • Providing clear work requests to allow back office to support your client bank effectively whilst following processes
  • Developing a robust review process for clients of the Chartered Financial Consultant and ensuring that service is delivered in line with the agreed fee / retainer / service level
  • Ensuring that internal systems are used effectively and accurately and that client detail is recorded and kept up to date
  • Comply fully with all compliance regulations & requirements as detailed in the company compliance manual and in bulletins issued by the Head of Risk Management

 

About you

  • Diploma in Financial Planning (or equivalent)
  • Excellent communication skills
  • Previous relevant industry experience (Sales Support / Paraplanning / previous advisory experience)
  • Whole of Market experience
  • Willingness to work towards Chartered Financial Planner status
  • Knowledge of Intelligent Office (desirable)
  • Working knowledge of Prestwood / Truth Software (desirable)

 

Benefits

  • Bonus scheme
  • 23 days holiday (plus bank holidays) increasing to 25 after 5 years’ service
  • Birthday day off
  • childcare voucher scheme
  • DIS, Income Protection Scheme, Private medical insurance,
  • Lots of social events (Monthly dress days, chippy lunch, quarterly subsidised social events!)
Location: 
Altrincham
Employment type: 
Employed (Full Time)
Sector: 
Financial Planning
Reference Number: 
CR-916