Trainee Financial Adviser

Trainee Financial Planner

Are you a talented Paraplanner ready to take the next step into advisory services? Our client, a leading Wealth Management firm based in Central Manchester, is actively seeking individuals like you to join their growing team.

Our client are looking to speak with candidates who are Level 4 CII qualified (or equivalent) with at least 2 years of experience in a Paraplanner or Trainee Adviser role. If you possess strong interpersonal skills, client-facing experience, and a desire to develop within a supportive environment, we want to hear from you.

Key Responsibilities:

• Receive tailored training and support to transition into a proficient advisor, encompassing technical expertise and essential soft skills.
• Onboard clients provided to you, with dedicated support.
• Gather comprehensive client information to formulate well-informed recommendations.
• Address client queries efficiently and effectively.
• Maintain a commitment to delivering sound and suitable advice.
• Ensure timely provision of necessary documentation.
• Engage in prospecting activities aligned with the firm's strategic business plan.
• Uphold the principles of Treating Customers Fairly (TCF) to guarantee equitable treatment.
• Keep professional qualifications and development up to date.

Qualifications & Experience:

• Minimum of 2 years' experience as a Paraplanner/Trainee Adviser.
• Diploma Qualified (Level 4 minimum).
• Demonstrable client-facing experience.
• Proven track record of delivering high service levels.
• Strong knowledge of Pensions.
• Excellent communication and attention to detail.
• Exceptional organizational and administrative skills.

Benefits:

• Competitive salary with uncapped bonus structure.
• Clients provided.
• Matched employer pension contributions.
• 25 days holiday plus Bank holidays.
• Additional day off for birthday.
• Medical cash plan.
• Monthly Gym membership contribution.
• Quarterly team events.

Join our client's dynamic team during this exciting growth phase and elevate your career in Wealth Management. Apply now to seize this fantastic opportunity.