Trainee Independent Financial Advisor

Robert Walters
Manchester, UK
31 May 2019
26 Jun 2019
Contract Type
Full Time
Our client, a high profile, successful, FTSE 100 IFA Practice that provides a wealth management service to existing clients are seeking an ambitious, driven and passionate Trainee Independent Financial Advisor to join their existing private client support team.

Full study support and traing towards CII, RO1 to RO6 is provided to ensure that you can obtain CAS status

Building professional, lasting relationships with clients and exceeding their expectations and requirements and aspirations, you will provide holistic financial advice and solutions to meet client needs

Key responsibilities:
  • Wealth Managerment
  • Investment advice and planning
  • Retirement planning
  • Providing technical, research support and advice
  • Provide detailed analysis of funds and providers
  • Production of compliant and detailed client suitability reports and presentations
  • Help manage client relationships
  • Attendance at client meetings
  • Keeping full and compliant records on file
  • Prioritising workload in order to meet all deadlines

Person specification:
  • Good knowledge across all advice areas of investment, pensions, and protection
  • Excellent interpersonal and communication skills
  • Good understanding of the financial planning process and a knowledge of the financial services industry
  • Excellent report writing skills and have a high technical knowledge
  • A strong interest in compliance
  • Be able to plan and prioritise your own workload and work with minimum supervision
  • Ability and willingness to take personal responsibility in Director/Adviser support role
  • Able to work as part of a team
  • Relevant industry experience
  • Willingness to develop, taking further qualifications with full company support

Salary dependant upon experience, plus attractive benefits and training/ study support

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