Trainee Financial Advisor

Recruiter
TEMPLEGATE RECRUITMENT
Location
London, South East England
Salary
40000.0000
Posted
18 Jun 2017
Closes
18 Jul 2017
Contract Type
Permanent
Hours
Full Time

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.

Responsibilities:

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

Skills:

The requisite generic financial services knowledge and Level 4 qualification

Detailed knowledge and understanding of the firm’s record keeping requirements

Achieve CAS status