Full time Trainee Financial Advisers required for Independent Financial Advisers and Wealth Management Services Company.
Ranked as one of the Top 100 Financial Advisers in the country with the FT Adviser Top 100 for four consecutive years; 2020, 2021, 2022 & 2023 . We are looking for enthusiastic and driven individuals to join our friendly team. If you are looking to take the next step in your career or join a firm that can offer you development and progression within financial services, this could be the role for you. Duties initially will include but are not limited to: Providing admin support to advisers Collating client information Preparing illustrations & client valuations for meetings Carrying out fund research Compiling Suitability Reports Ensuring client files remain compliant Managing cases to completion Must be diligent, numerate, have good grammar, strong attention to detail, and be a quick learner. Ideally, you will be competent in using spreadsheets, accurate with figures, able to learn from feedback, and able to work quickly to meet deadlines/targets. Candidates will ideally hold the Level 4 Diploma in Regulated Financial Planning or be working towards this as a minimum. Full training plan and career path within a stable business environment. Once fully qualified, the role would extend to advising existing and new clients on their financial planning requirements, providing great earning potential. Benefits: 25 days holiday plus bank holidays Christmas closure Paid study material & exam workshops Study time during working hours Paid CII membership Free on-site parking Pension Scheme If you have not heard back within 10 days, please assume your application has been unsuccessful. Job Types: Full-time, Permanent Pay: From £25,000.00 per year Schedule: Monday to Friday Work Location: In person
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Ranked as one of the Top 100 Financial Advisers in the country with the FT Adviser Top 100 for four consecutive years; 2020, 2021, 2022 & 2023 . We are looking for enthusiastic and driven individuals to join our friendly team. If you are looking to take the next step in your career or join a firm that can offer you development and progression within financial services, this could be the role for you. Duties initially will include but are not limited to: Providing admin support to advisers Collating client information Preparing illustrations & client valuations for meetings Carrying out fund research Compiling Suitability Reports Ensuring client files remain compliant Managing cases to completion Must be diligent, numerate, have good grammar, strong attention to detail, and be a quick learner. Ideally, you will be competent in using spreadsheets, accurate with figures, able to learn from feedback, and able to work quickly to meet deadlines/targets. Candidates will ideally hold the Level 4 Diploma in Regulated Financial Planning or be working towards this as a minimum. Full training plan and career path within a stable business environment. Once fully qualified, the role would extend to advising existing and new clients on their financial planning requirements, providing great earning potential. Benefits: 25 days holiday plus bank holidays Christmas closure Paid study material & exam workshops Study time during working hours Paid CII membership Free on-site parking Pension Scheme If you have not heard back within 10 days, please assume your application has been unsuccessful. Job Types: Full-time, Permanent Pay: From £25,000.00 per year Schedule: Monday to Friday Work Location: In person
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