At a Glance
- Tasks: Assist in client meetings and prepare financial recommendations for high-net-worth clients.
- Company: Award-winning independent Financial Advice firm in Beaconsfield.
- Benefits: Support to become Diploma qualified, bonuses, and potential shares in the business.
- Other info: Valuable contributions will be recognised in a supportive, small business environment.
- Why this job: Join a growing firm and make a real impact on clients' financial futures.
- Qualifications: No prior experience required; passion for finance and client service is key.
The Role: I am recruiting a Trainee Financial Adviser on behalf of Austyn Smith Associates, an award winning, independent Financial Advice firm, based in Beaconsfield, Buckinghamshire (HP9).
The Opportunity: Working alongside Austyn Smith, the Director and principal Adviser, you will attend client meetings, building relationships and preparing recommendations and, when your skills and experience allow, take full responsibility for providing clients with an exceptional financial planning service. This is an employed Trainee Financial Adviser role, where you will be servicing an established portfolio of high-net-worth clients; there is no requirement to sell as the business continues to grow through reputation and recommendation.
The successful Trainee Financial Adviser will receive the support required to become Diploma qualified (if you are not already) and, as your skills and experience develop, the opportunity to become Chartered. The contribution you make to this small business will be highly valued and rewarded with the opportunity for bonus and potential shares in the business.
Trainee Financial Adviser employer: CV Elite
Austyn Smith Associates is an exceptional employer, offering a supportive environment for Trainee Financial Advisers in the picturesque setting of Beaconsfield, Buckinghamshire. With a strong focus on employee growth, you will receive comprehensive training to achieve Diploma and Chartered qualifications while working with high-net-worth clients, ensuring your contributions are recognised and rewarded through bonuses and potential shares in the business. Join a team where your development is prioritised, and your efforts directly impact the success of a respected independent financial advice firm.
