Trainee IFA

Search Consultancy
Berkshire, UK
20 Jun 2019
26 Jun 2019
Contract Type
Full Time
Trainee Financial Adviser based in Berkshire with a forward thinking Wealth Management company

You will be rewarded with a competitive salary with good benefits and excellent training.

Duties and Responsibilities:

* To attend client meetings with advisers, both on and off site, and to write up the post meeting file notes and collate relevant documentation in preparation for it to be passed to Technical Support.
* Update all relevant meeting information onto systems for record keeping and the report writing process
* To assist the Advisers in collating the relevant and necessary information about the client's past and present financial arrangements to enable a full financial needs analysis to be carried out.
* To assist the Advisers in collating the relevant information to be able to assess the client's attitude to risk including their willingness and ability to accept risk
* To be able to take a theoretical approach to the assessment of the relative merits of financial planning and investment options using appropriate analytical systems and relevant data.
* To ensure that all relevant information is recorded on client files.

Skills and Knowledge Requirements:

* To work towards attaining a Level 4 qualification.
* To have attained, or work towards attainment of, IMC qualification.
* Ability to manage own workload and work within a small team.
* Excellent organisational skills.
* Excellent report writing skills.
* Excellent knowledge of financial products.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

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