Trainee Financial Advisor

Job Title: Trainee Financial Advisor
Contract Type: Permanent
Location: Romsey
Reference: 1315351
Contact Email:
Job Published: October 04, 2022 13:26

Job Description

A rare opportunity has risen to join a successful and growing Chartered Financial Advice firm as a Trainee Financial Advisor. Roles like this come rarely. You will be Joining a successful family run business of professional Chartered Financial Planners with the aim of becoming a fully rounded Financial Planner with your own clients.

We are looking for a self-motivated individual who either has their Diploma in Regulated Financial Planning or on the way to achieving it. You will have worked in an IFA office and have experience of setting up and managing financial products & paraplanning.

Main responsibilities
  • Meet with new and existing clients.
  • Instigate communications with clients, understand their circumstances, and provide solutions to their varied requirements by organising and delivering appropriate advice & services
  • Preparing for own and other advisers’ meetings
  • Technical research including product options & features, investments & performance, taxation and costs
  • Drafting client communications including recommendations and planning reports
  • Processing new business
  • Conducting client reviews
  • Managing new business opportunities and develop existing relationships and connections
This is an office-based position, based within modern office with a welcoming and very supportive team.
Offering a fantastic benefits package including, Exam support and mentoring, on site free parking, Third party Paraplanning team, excellent culture & free gym sessions.