Due to continued growth, our client is looking to recruit a Trainee Financial Adviser to join their team.
They are a well established, family owned business, who pride themselves on having an excellent collaborative working environment.
Comprehensive cashflow forecasting is central to their client proposition, with a ‘client outcome’ focused approach.
Role will be predominately located in their Uphill Lincoln offices, with some WFH and out of office meetings.
The successful candidate would undertake comprehensive ‘Adviser Academy’ training, whilst being mentored by Chartered Financial Planner with over 20 years advice experience.
This is a great opportunity to join a growing, dynamic and forward thinking Wealth Management firm that puts client outcomes and staff welfare at the centre of their working model.
Key duties with assistance from the Director:
- Contacting existing and/or potential new clients to offer financial planning services.
- Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims.
- Research and analysing information with which to design financial strategies and prepare proposals to best suit individual clients' requirements.
- Completing analyses of clients’ attitude to risk in accordance with their financial planning decisions.
- Reviewing and responding to clients’ changing needs and financial circumstances.
- Providing clients with information on new and existing products and services.
- Communicating with other relevant professionals in relation to clients’ circumstances.
- Keeping up to date with legal, taxation and regulatory legislation as appropriate and maintaining professional and technical knowledge of St. James’s Place products and services.
- Liaising with clients in relation to changes to legislation that may affect their savings, investments or plans.
- Business development & achievement against key performance indicators.
- Meeting the regulatory aspects of the role.
- Participating in regular team meetings.
Candidate profile
- Someone who is looking to start or progress their career in financial services, who has ideally some relevant work history. E.g. an experienced Mortgage Adviser or Paraplanner looking for the next step.
- Graduate wanting to start your financial services career (ideally with a relevant degree, e.g. Economics, Maths, Business Studies, Finance. Although not essential)
- Career changer with strong sales background and high ethical standards
- Ideally already working towards Level 4 Diploma in Financial Planning
- Eager to learn
- Happy working in a small team environment
- Collaborative worker
- Self-motivated
- Excellent Organisation Skills
Essential:
- Team worker
- Client Focused
- Displays Honesty & Integrity
- Competent with Office 365
- Self-motivated with good time management skills.
- Discretion and an understanding of the need for client confidentiality.
- Highly organised - maintaining client records, technical and compliance requirements.
- Committed to continuous technical and professional development, ensuring that knowledge and skills remain current
- Ethical and professional approach to work.
- Driving Licence & Transport
Package:
- Salary range: £30,000 - £40,000 depending on experience & qualifications
- Highly Competitive Bonus Scheme, with uncapped potential earnings
- 10% Pension matching
- Private Medical Insurance
- Death in Service (5 x Salary)
- Long Term Income Protection (Sickness cover)
- 23 days holiday + 8 Bank Holidays (plus your Birthday off each year)
- Support with further qualifications (paid for by company)
- Support to transition to Self Employed model if desired, with ability to build own business capital value
- Parking space in uphill Lincoln (available 7 days per week)