Trainee Financial Adviser - London

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Trainee Financial Adviser – London, London

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Client:

Location:

London, United Kingdom

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

de341eb8d5b2

Job Views:

12

Posted:

26.04.2025

Expiry Date:

10.06.2025

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Job Description:

Trainee Financial Adviser – London

We are working with a client in London looking for a confident, motivated and organised individual to join their team and have the opportunity to train to become a fully qualified Financial Adviser. The successful candidate will ideally be at graduate level, and will deliver support to a Senior Adviser and their team, whilst continuing the path to being fully qualified.

Responsibilities:

– Attend Client Meetings with Senior Advisers

– Manage Action Points from Client Meetings

– Business Submission

– Analytics using FE Analytics and preparation of detailed Voyant reports

– Respond to Client Inquiries (Technical and administrative)

– Identify Opportunities and Referrals from Existing Clients

– Managing workflow CRM systems

– Preparation of Illustrations and Electronic Business Submissions utilising the Blue—door software

– Critical Yield Calculations

– Oversee the completion of the Letter of Authority Process

– Ensure data on Salesforce is completed

– Prep for all meetings

Desired Skills:

– Degree level educated

– Relevant experience in Wealth Management or regulated Financial Services

– Attention to detail & excellent organisation skills

– Excellent standard of written & verbal communication skills

– Computer literate and familiar with Microsoft Office

Personal Qualities

– Keeps calm when faced with conflicting demands and handles these effectively

– Strong interpersonal skills, demonstrating a professional, proactive, and positive attitude

– Ability to work autonomously as well as working on shared goals as part of a team

– Manages time effectively with the ability to multi-task

Our client is offering a generous package, including exam support and additional leave to sit the exams whilst working towards your diploma.

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