Trainee Independent Financial Planner, South-East England (TB-1873)

Role: Trainee Independent Financial Planner

Package: Up to £40,000 Basic Salary + Bonus + Benefits + Clients Provided

Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven trainee financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic. As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.

Due to the regular flow of client leads on offer, the firm expect the successful individual to be writing business in excess of £400,000 per year (client fees not FUM) within the next 5 years; Your business target will include 100% of your new business and 100% of your ongoing business (bonus is paid at 40% post salary validation).

Key Responsibilities

• You will meet with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive.
• You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets; It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as/when appropriate.
• You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations.
• You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained; You must construct reports in line with company standards.
• You will communicate and liaise effectively with the back-office, management, and marketing teams; It is imperative that you always provide clear, concise, and accountable information.
• You will have the desire to continue your professional development, whilst also increasing your technical knowledge in specialist advice areas.

About You

• You will hold the Level 4 Diploma in Financial Advice as a minimum; This can be via the CII, CISI, or LIBF.
• You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills.
• You must have exceptional interpersonal and organisational skills as-well as possess excellent communication and negotiation skills.
• You will be driven and highly motivated to achieve and exceed business targets.
• You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; It is imperative that you always adopt highly moral, ethical, and professional approaches to your work.
• You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study and training where appropriate.
• You must have excellent knowledge on all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning); You must be able to research, analyse, and interpret a diverse range of information.
• You will have a strong ability to build and maintain long-term client relationships.
• You will have the ability to work individually as well as part of a team.
• You will have strong literacy, numeracy, and IT skills.
• You will be able to convey complex information, to a wide variety of people with various levels of understanding, both written and verbally.