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This Trainee Financial Advisor job in Warwickshire 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:
Warwickshire
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