At a Glance
- Tasks: Support advisers, assist with client admin, and shadow experienced professionals.
- Company: Established independent financial planning practice in Hagley.
- Benefits: Competitive salary of £30,000 and genuine long-term progression opportunities.
- Other info: Join a close-knit team with a clear path to becoming a Financial Adviser.
- Why this job: Kickstart your career in finance with hands-on experience and mentorship.
- Qualifications: Diploma-qualified or nearly qualified individuals are encouraged to apply.
The predicted salary is between 30000 - 30000 £ per year.
A Diploma-qualified (or nearly qualified) individual is needed to join an established independent financial planning practice in Hagley. This role offers the opportunity for long-term progression within a close-knit business.
Rather than advising from day one, you will spend time learning the business, shadowing experienced advisers, getting to know clients, and gradually taking on more responsibility as your confidence grows. This position has been created as part of the firm's succession planning, with the intention of developing someone into an Adviser with an established client bank.
Your first year will be varied and designed to build your knowledge and experience, including:
- Supporting the advisers with paraplanning duties
- Assisting with client administration alongside the existing administrator
- Attending client meetings and shadowing experienced advisers
- Being introduced to clients and developing relationships over time
- Gradually taking responsibility for client meetings and ongoing advice as your experience grows
We think you need these skills to ace Trainee Financial Advisor
Problem-Solving Ability
Strong Communication Skills
Organisational Skills
Logical Thinking
Teamwork
Relationship-Building Skills
Initiative
