Trainee Financial Adviser

Radley Recruitment
Farnborough, UK
16 Aug 2019
01 Sep 2019
Contract Type
Full Time
Trainee Financial Planner - Part Qualified Diploma 4 - c£35,000 Basic + Excellent Benefits + Bonus

Based: Hampshire

Our Client is a growing and successful wealth management firm who are expanding. We are looking for professional and part qualified potential FINANCIAL ADVISORS to join their team. You will be supported to become fully regulated and moved into a full advisor role once qualified.

Candidates applying for this role must be PARTDiploma 4 qualified and ideally have up to 2 years RELEVANT SALES or industry experience.

Key Responsibilities:
  • Promote and provide a comprehensive and compliant service to new and existing Clients
  • Develop new business opportunities from existing Client's, introducers and referrals and provided leads
  • Provide compliant and accurate advise on Pension Maturities in line with our Clients standards and procedures
  • Act with integrity and deliver in accordance with TCF principles at all times and comply with FSA rules
  • To ensure all revenue targets are met through conscientious and focused approach to work
  • To produce and issue suitability reports for clients
  • To introduce clients requiring other types of financial advice to appropriate consultants
  • Produce compliant suitability reports for Clients and complete relevant MI data

    Essential Skills and Experience:
  • PART Level 4 Diploma qualified IDEALLY with previous Pensions experience within a Paraplanner or Consultant role although this is not essential
  • Driven and focused individual with excellent Communication skills with Clients
  • Well organised and good time management with strong Microsoft office skills word/excel
  • Driven to succeed and strong sales abilities to achieve targets

    This is an excellent opportunity to join a market leading Business and progress your career into financial advising. Fulltraining and support will be provided to help you become fully regulated. Apply today or telephone us for more information about this role.

    Radley Recruitment is dedicated to helping you find your next career move, so if you are looking for a new role, submit your CV to us and we can help you find that perfect job.

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