We have a great opportunity on offer for someone that is looking to get into the advice industry with our tried and tested pathway to giving advice. As a trainee financial adviser you would be working directly alongside our managing director and your current financial advisers, to gain first‑hand experience, build a fantastic knowledge of products as well as importantly understanding how to advise. You will do this alongside getting your level 4 qualification if you have not passed already.
After 12 - 18 months, if you are ready, you will then be offered to go through the St. James’s Place adviser academy, where you will then be appointed as a qualified financial planner.
Responsibilities
- Joining our advisers on there meetings to gain hands‑on experience
- Supporting with financial planning research
- Building cash flow planning reports
- Pre and Post meeting admin
- Liaising with clients
- Contacting providers
- Assisting with Letter of Authority administration
- Updating clients and prospects with our cashflow planning software
- Producing Illustrations and meeting materials
Key Skills
- Highly organised with ability to prioritise and manage multiple tasks
- Strong personal, social and communicative skills
- Fast, enthusiastic learner
- Excellent attention to detail
- Hybrid Working
- Ongoing training and mentorship through one to one support and client meeting shadowing.
- IT equipment & licenses provided.
- Small but tight-knit, collaborative team
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Trainee Financial Adviser employer: Southover Wealth
Southover Wealth is an exceptional employer, offering a dynamic work environment in London where you can thrive as a Mortgage & Protection Adviser. With a strong emphasis on employee growth and a supportive culture, you will benefit from a base salary of up to £40,000, uncapped bonuses, and the flexibility of hybrid working in West Sussex. Join us to make a meaningful impact while enjoying a client-first approach that prioritises your professional development.
