Trainee Financial Advisor

Are you looking to start your career as a Trainee Financial Advisor? Or have you started, but feel you’re in the wrong company? Do you have a good attention to detail? Do you want to be part of a company that have honest values? If you can answer ‘Yes’ to all these questions, then this is the perfect role for you!

THE COMPANY:

They are an Independent Financial Adviser Practice based in the centre of Hinckley, Leicestershire, with advisers throughout the UK. They have built up trusted relationships with many individuals, families and companies and offer unbiased and unrestricted independent financial advice, considering products from all firms across the whole of the market.

THE ROLE:

• Contacting clients and setting up meetings
• Conducting in-depth reviews of client’s financial circumstances, current provisions and future aims along with the Lifestyle Account Manager
• Completing risk analysis
• Along with the Technical Team, researching the marketplace and providing clients with information on new and existing products and services
• Designing financial strategies
• Assisting clients to make informed decisions
• Researching information from various sources, including providers of financial products
• Reviewing and responding to clients changing needs and financial circumstances either yearly or six monthly
• Promoting and advising on financial products to meet given or negotiated sales targets
• Working closely with the Operations Team and financial services providers
• Communicating with other professionals, such as estate agents, solicitors and valuers
• Keeping up to date with financial products and legislation
• Working with the Technical Team to produce Suitable financial reports bespoke to the client’s needs
• Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
• Meeting the regulatory aspects of the role, e.g., requirements for disclosure, costs of the services provided and the advised products.

ABOUT YOU:

To be considered for this role, you need to be an organised individual with a great attention to detail. You will need to be a confident & approachable person and have a desire to work for a company who have ambitious growth plans moving forward. This is an exciting opportunity to join a company that is committed to developing their staff and growing their business.

THE BENEFITS:

£20-25K plus a multitude of other benefits

Trainee Financial Advisor

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