Financial Advisor Trainee

One Way Or Another Limited
Solihull, UK
12 Jul 2019
24 Jul 2019
Contract Type
Full Time
OWOA are looking for a Financial Advisor Trainee to join our client in one of there locations in the UK. Our client 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.

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

Person specification:
  • Excellent interpersonal and communication skills
  • Good understanding of the financial services industry
  • Excellent report writing skills and have a high technical knowledge
  • 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
  • Willingness to develop, taking further qualifications with full company support

Similar jobs

Similar jobs