Trainee Financial Advisor

This Trainee Financial Advisor job around Bromsgrove area provides
opportunity to closely support a Chartered Financial Adviser, in return
receiving full support and mentoring

You would be undertaking a blended role with paraplanning
duties and client relationship management which would enable you to be well
equipped to become a Financial Adviser in your own right, within the business.
This is a tried and tested model that has successfully worked twice before.

As a Trainee Financial Advisor, your responsibilities will
include:

• Accompanying
  the Financial Adviser to most client meetings
• Taking
  meeting notes
• Acting
  as a Paraplanner, whereby you will be undertaking research and producing
  suitability reports
• Undertaking
  tasks to assist the Financial Adviser be effective in their role
• Liaise
  with the back office team to co-ordinate tasks

Through undertaking this role, you will shadow their
high-performing Chartered Financial Planner which will equip you to become your
own highly accomplished Adviser in circa 2 years. The Adviser regularly works
with millionaires and high-performing business owners with complex financial
planning needs.

Trainee Financial Adviser Requirements

• This
  is well suited to a current Paraplanner or Junior Financial Adviser with
  aspirations to become a Financial Adviser in 2 years
• You
  must hold your full Level 4 Diploma in Financial Planning and have
  ambitions to achieve Chartered status
• You
  must have a professional approach to your work and be a positive
  representative of the brand at all times

The Company

This long established multi-disciplined wealth management
and investment management firm are continually looking to evolve and improve
their service to clients. They are well respected within their business
community.

Trainee Financial Adviser Benefits

• Salary
  of approximately £40,000, rising with progression
• Pension
  contribution of 8%, DIS, PHI at 50% of salary and PMI for employee plus
  holidays
• Need
  for you to be flexible with your working hours to accommodate the needs of
  the clients with evening appointments etc
• Need
  to be travel to attend client meetings within the local area

Location:

Around Bromsgrove area

Call us now on 0208 0044 154 or click Apply

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to
ensure the information contained in our adverts including any salary, benefits
or on target earnings are accurate, we give no representation or warranty in
respect of such information. No liability is accepted by Premier Jobs UK for
any loss or damage which may arise out of any person relying on or using any
information.