Client Account Manager - with progression to Trainee Financial Adviser

Premier Jobs
London (Greater)
10 Apr 2019
09 May 2019
Contract Type
Full Time
Are you keen to get into Financial Services with a progressive role to take you from being a Client Account Manager through to becoming a successful Financial Adviser?

The Company

Our client company is a highly regarded wealth management firm offering advice to private and corporate clients. The business has been successful in continuing to grow year on year through their excellent training and development provided to their staff, who continue to flourish. In addition, they are always looking to grow their team of Advisers and support staff through recruiting ambitious individuals.

Roles and responsibilities - Trainee Financial Adviser

As a Client Account Manager, you will be supporting their successful team of Financial Advisers with undertaking administrative / business development duties. Your responsibilities will typically include:

* Processing, submitting and recording all business on the relevant systems

* Chasing individuals for information when required

* Deal with customer queries in an efficient manner by telephone or email

* Sit in on client meetings to assist in taking copies of relevant documents

* Liaising with clients to arrange review meetings with their Financial Adviser

* In addition, your role will be to identify new client opportunities in order to begin building your client bank in readiness for when you become qualified

* Develop and maintain good relationships with all internal and external parties to help smooth processing of business

As your skills and knowledge increase, you will be provided with increased responsibilities.

Training and development for a Trainee Financial Adviser

Your journey will take you from an Administrator to Trainee Financial Adviser through a structured development plan. Within 3 months of joining you will sit your Protection advice qualification which will enable you to provide protection advice. Plus, you will be enrolled in a professional training scheme to obtain CeMAP and DipFA so that you can become a qualified Adviser.

Progression to becoming a Financial Adviser

Through the combination of obtaining your qualifications, on the job training and shadowing a Senior Adviser, you will be equipped with all the skills to be a successful Financial Adviser. In addition, from your efforts spent sourcing new clients, you will have a ready-made client bank to service plus be provided pre-qualified appointments.

Requirements to be considered - Trainee Financial Adviser

This role will be ideal for hard-working and ambitious team players, with serious career progression available for the right candidates. You should be comfortable with undertaking administration duties and business generation whilst learning and training to become a Financial Adviser. No financial services experience required.


* Salary of £18,000 rising to £20,000 once passed probation (up to 3 months) with further salary increases as you progress in your role

* Plus, £1,000 payrise for each qualification achieved

* Year 1 OTE of £30,000 with Year 2 OTE of £50,000

* Tiered commission structure

* Clients self-generated by you will be passed to your Senior Adviser during your training period and you will receive a related bonus for doing so

* Dynamic environment with great team working ethic

* Fantastic opportunity to transition from an Administrator through to becoming a Trainee Financial Adviser whilst learning your craft from experienced colleagues.


Euston, London

Call us now on (phone number removed) or click Apply

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