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Trainee Financial Advisor

Cavendish Maine Recruitment
Pay: On Application
Location: Devon Devon United Kingdom
Category: Graduate
Available from: Immediately
Finishes on: Ongoing Position
Type of work: Full Time , Daytime Work
Job reference: E04378566
Financial Services 2021-07-31 2021-08-06

Job Description

My client is a highly successful Financial Planning firm in the South West of England that are looking to add a Trainee Financial Advisor to their team due to substantial growth within the business.

This role would suit an experienced Paraplanner looking to step into an Advisory role, or a Diploma qualified individual looking to take their first step into Financial Services.

Brief Description of Role and Responsibilities:

  • Financial Planners provide clients with advice and make recommendations on ways to best utilise their assets to achieve their objectives.
  • As a professional, a Financial Planner offers expert advice on suitable mortgages, investments, insurance, tax and private pensions and creates a valuable financial plan for a client.

Specific Duties and Responsibilities:

  • Conduct in-depth reviews of clients' financial circumstances, current provision and future aims based on their changing needs and circumstances.
  • Analyse information and present financial plans best suited to individual clients' requirements.
  • Assess client's attitude to risk and capacity for loss.
  • Design financial strategies.
  • Liaise with financial services providers to keep up to date on solutions in the marketplace.
  • Review cashflow forecasts and recommendation reports prepared by the professional support team.
  • Develop new client opportunities via referrals, professional connections and networking in line with the growth strategy adopted by the business.
  • Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and costs the advised products.
  • Maintaining professional qualifications, e.g. ongoing assessments and structured Continuous Professional Development.
  • Deliver all of the above with integrity, honesty and professionalism.

Qualifications and Experience Required:

  • Candidates must hold the Level 4 Diploma in Financial Planning
  • Ideally have experience working in a client facing environment.
  • Good communication and computer literacy skills required.
  • Good presentation skills.

Salary:

  • £30,000 - £40,000

Candidate care:

By responding to this advert, you consent to Cavendish Maine processing the personal data included within this application.

If your application is successful, we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.

Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this, please call us to advise.

In the meantime, we would like to thank you for your interest in Cavendish Maine.

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