Trainee Financial Adviser

Our clients two year trainee programme is for under graduates in their final year of their studies or the candidate who is looking for career change and either working towards or has completed the CII Diploma Level 4 in Regulated Financial Planning (or equivalent) and needs support in industry to progress.

You will be fully immersed in our day to day activities, based in Sheffield Head Office, gaining industry experience and driving forward a career in financial services. You will look at all aspects of the Practice and what it means to be a client here through face to face and written communication. This will include being aware of the client journey, ensuring that excellent service is delivered and participating in hosting events and building relationships with Clients, which will enhance and add value to their experience. All, will help give you the confidence to create the future you want!

Responsibilities:

• To provide administrative support to the Practice to ensure that the Partner’s relationships between their clients can be optimised and assist with the daily operation of the office and prepare technical reports for advisors in the Practice, following their Client meetings.
• Prepare and maintain compliant client files through internal systems.
• Implement the advisors recommendations to the client and any supporting documentation required.
• Follow core modules that represent the foundations of professional financial advice and learn processes to meet advice guidance.
• Deal effectively with queries from clients and other parties through effective communication
• Liaising with clients on behalf of advisors and ensure excellent service is delivered
• To have an awareness and understanding analyses of clients’ attitude to risk in accordance with their financial planning decisions.
• Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner.
• Introducing potential clients to the Practice and understanding the process to grow referrals

Benefits

• Training and qualifications - Supporting and paying for staff to undertake professional qualifications relevant to your job role once you have passed your three-month probation
• Salary Sacrifice pension scheme
• Starting salary of £22,000 p.a and quarterly discretionary bonus, individual referral bonus and Practice bonus.
• Health benefit scheme - including digital gym subscriptions, dental and optional treatments and alternative therapies
• Competitive holiday allowance
• Sociable team meetings/events