Junior/Trainee Independent Financial Adviser/Financial Planner/Client Adviser

Financial Divisions
05 Apr 2019
19 May 2019
Contract Type
Full Time

Financial Divisions are delighted to be working with an Independent Financial Adviser firm, who are looking for a Junior/Trainee Independent Financial Adviser/Financial Planner/Client Adviser to join their team.

As the Junior Client Adviser, you will be creating new business opportunities across a broad range of financial products in all financial sectors. This is a unique role for someone who is looking to take the next step in their career as a Financial Adviser.

You will have the ability to build upon existing strong client relationships, have proven experience of dealing with HNW clients and have the drive and ability to generate your own leads.

Other responsibilities include:

  • Obtain data from prospective and existing clients for the Paraplanner to prepare client correspondence, including recommendation/suitability reports.
  • Identify all additional revenue opportunities from clients and maintain knowledge on present marketing strategies and coverage
  • To deal with queries from clients, advisers or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manner
  • To deliver a consistent level of technical knowledge and excellent client service in accordance with FCA guidelines, internal policy, compliance levels and company service standards
  • To conduct regular client meetings and prospective client meetings in line with targets
  • Evaluate client risk attitudes and exposure to determine appropriate products and services to improve business targets, coordinating with clients to assess all risk management requirements
  • To develop and maintain good working relationships with colleagues and management in order to provide an efficient and effective service to clients
  • Communicate with other professionals such as estate agents, solicitors and accountants to grown referral network

You will need to be working towards your Diploma in Regulated Financial Planning and be a couple of exams away from completing it.

This is an exciting proposition to join a growing organisation who offers excellent opportunities to progress your career. Support for future qualifications will be keenly provided to enable the successful applicant to further their knowledge and ability in the role.

For immediate consideration for the IFA role, please contact Madeleine Kerrane or call

Junior/Trainee Independent Financial Adviser/Financial Planner/Client Adviser


£Competitive salary plus 25 days annualleave, PHI, DIS and Statutory pensioncontributions

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