Trainee Financial Planner, Ascot, Up to £40k Basic Salary + Bonus + Benefits + Clients Provided

Job Description

Role: Trainee Independent Financial PlannerPackage: Up to £40,000 Basic Salary + Bonus + Benefits + Clients ProvidedOur client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven trainee financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted clientrelationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic. As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well asback-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.Key Responsibilities

• You will meet with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive.
• You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets; It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as/when appropriate.
• You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations.
• You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained; You must construct reports in line with company standards.
• You will communicate and liaise effectively with the back-office, management, and marketing teams; It is imperative that you always provide clear, concise, and accountable information.
• You will have the desire to continue your professional development, whilst also increasing your technical knowledge in specialist advice areas.

• You will hold the Level 4 Diploma in Financial Advice as a minimum; This can be via the CII, CISI, or LIBF.
• You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills.
• You must have exceptional interpersonal and organisational skills as-well as possess excellent communication and negotiation skills.
• You will be driven and highly motivated to achieve and exceed business targets.
• You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; It is imperative that you always adopt highly moral, ethical, and professional approaches to yourwork.
• You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study and training where appropriate.
• You must have excellent knowledge on all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning); You must be able to research, analyse, and interpret a diverse range of information.
• You will have a strong ability to build and maintain long-term client relationships.
• You will have the ability to work individually as well as part of a team.
• You will have strong literacy, numeracy, and IT skills.
• You will be able to convey complex information, to a wide variety of people with various levels of understanding, both written and verbally.

Keyskills :
Financial AdviceFinancial PlanningFinancial ServicesWealth ManagementIndependent Financial Advice