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Trainee Independent Financial Advisor

Purchasing Professionals
Job LocationCrosby, Liverpool
EducationNot Mentioned
Salary30,000 - 40,000 per annum, negotiable, OTE
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time Work from home

Job Description

Trainee Financial AdvisorLocation - Northwest (around the M6/M65/M61 corridor)Purchasing Professionals is pleased to be working with a specialist provider of regulated financial advice in the recruitment of experienced finance professionals.Working for a fast growing company, the successful candidate will predominantly provide financial advice and guidance to new and existing clients.Your role will be to to understand the issues, aims and objectives of the individuals concerned, with a view to addressing these appropriately.Responsibilities will include:

  • Deliver on-going financial advice and guidance to clients whilst also engaging with potential new clients when necessary in line with business requirements.
  • Carry out a comprehensive fact-find, and through appropriate questioning, gain a full understanding of the aspirations, needs and investment objectives of the individual.
  • Risk profile the investor
  • Retention of client assets, whilst maintaining, enhancing and improving all client relationships.
To be considered for this role you will:
  • Understand and be able to explain in generic terms the merits and detractions of all investment types.
  • Have good knowledge of personal taxation in particular, income tax, capital gains tax and inheritance tax.
  • Understand and be able to demonstrate the benefits of utilising available tax reliefs, where appropriate.
  • Have knowledge of the regulatory environment, role of the Financial Conduct Authority, money laundering regulations and data protection
Essential Qualifications:
  • Relevant FCA approved qualification - minimum
This is a fantastic opportunity for an ambitious, energetic and motivated individual to join a fast growing organisation who can offer job security, a competitive remuneration and an excellent benefits package along with a welcoming and friendly workingenvironment.Purchasing Professionals is an Independent Recruitment Company specialising in all Head Office vacancies including Accountancy & Finance, Financial Services, HR, Procurement, Operations, Logistics, Legal, Property, E-Commerce, IT, Customer Services,Marketing, Commercial and Business Support, from Trainee to Director level.

Keyskills :
Capital Gains TaxFinancial AdviceIncome TaxInheritance

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