Trainee Financial Advisor
ob Title: Trainee Financial Adviser
Salary: £40,000 - £50,000
Location: Central London
A highly reputable and long established IFA practice, requires a trainee Independent Financial Adviser to join the organisation and assist in dealing with increasing levels of demand; someone familiar with working in a regulated environment
You will be Level 4 Diploma qualified with excellent relationship management skills.
On offer is the opportunity to work with an existing client base where your skills and abilities convert relationships into business.
Our Client is looking for someone with excellent communication skills who puts the clients first, making sure they receive the best possible advice.
Dealing with HNW and Corporate Clients
Ensure sufficient client information obtained and analyse information gathered
Undertake sufficient product and market research in conjunction with Paraplanners
Ensure suitable recommendations are made.
Ensure all supporting documentation is available and maintained
Ensure relevant CPD is maintained and recorded accurately
The requisite generic financial services knowledge and Level 4 qualification
Detailed knowledge and understanding of the firm’s record keeping requirements
Achieve CAS status