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Accountancy Divisions
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London, Greater London
Trainee Financial Adviser
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Job Type: Full-time |
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Salary: £35,000 per annum |
Overview
Trainee Financial Adviser London £35-45k bonus Financial Divisions are delighted to be supporting a Boutique Chartered Independent Wealth Management firm. This role you will be working directly with the Director as a Trainee Adviser. The position has become available due to the new business from client referrals. The director would like to train up the successful candidate as his number 2, once the individual is trained, they will transition into a full financial adviser role taking over some of his clientele. The successful candidate will have a structured career path put in place with the view of becoming a Financial Adviser in the 12 to 18 months and take on an existing client base. As the Paraplanner/trainee adviser you will be working alongside the Director and Chartered Financial Planner of the business, who currently looks after a large client portfolio with approx. £100m AUM. They typically work with HNW to UHNW individuals and provide holistic advice. You will attend all the client meetings, carry out detailed analysis and research, cash flow modelling via cash calc and produce detailed suitability reports. You will also be the first point of contact for all the clients and deal with any queries they may have. The firm has a strong belief system at the heart of their business, which they hope really distinguishes them from the rest. Their clients feel part of a small, growing family, rather than feeling like they are one among many. Each client is dealt with based on their specific needs, and every team member is committed to their hands-on approach. For this position, you will hold your Diploma in Regulated Financial Planning and be working towards your Chartered status. You will also have worked in a Paraplanner position for a minimum of 2years and have worked on some complex cases. For consideration for this role, please send your CV to Katherine