Junior / Trainee Financial Adviser

Trainee / Junior Financial Adviser

Worcester – Onsite

£30,000–£40,000 + Professional Development + 20 days holiday + Bank holidays + Commission + career development + Client Bank

An excellent opportunity has arisen for a Junior / Trainee Adviser to join an established and successful independent financial planning practice in Worcester.

Established for over 40 years, the business provides independent financial advice and wealth management services to a loyal client base.

Due to continued growth and increasing demand for its services, the business is looking to strengthen its team with the appointment of a Junior Financial Adviser

This is an opportunity for someone with some previous financial services experience who is looking to take the next step in their career, develop their technical knowledge and work towards becoming a fully qualified Financial Adviser.

The Role:

*Supporting an existing client bank through regular reviews and servicing events.

*Preparing for client meetings and gathering relevant financial information.

*Writing up client meeting notes and completing associated servicing documentation.

*Maintaining accurate client records and ensuring all information is up to date.

*Building strong relationships with clients and ensuring they receive a consistently high level of service.

*Working alongside experienced Financial Advisers and the wider administration team.

The Person:

*Previous experience within financial services, wealth management or financial planning.

*Progress towards the Diploma in Regulated Financial Planning.

*The relevant qualifications required to undertake client servicing within a regulated advice environment.

*Confidence communicating with clients face-to-face, over the telephone and remotely.

*A proactive, personable and professional approach with genuine ambition to develop into a fully qualified adviser.