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Trainee Financial Adviser, London (CR-813)

£30000 - £35000 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.  
 
This unique opportunity role will involve assisting the highest earning Chartered Financial Adviser to provide an all-round financial planning service to clients. You will engage with the clients 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: 
London
Employment type: 
Employed (Full Time)
Sector: 
Financial Planning
Reference Number: 
CR-813