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Job Title: Trainee Financial Advisor
Location: Portsmouth
Salary: £40,000 - £45,000
Are you ready to be part of a growing firm that is ambitious, forward-thinking, and committed to providing exceptional service to high-net-worth clients? We are working with a National Wealth Management firm who do things differently. They are looking for a driven, client-focused individual to join their dynamic team and support their high performing Financial Planners in delivering top-notch financial planning solutions.
In this exciting role, you will take full ownership of client relationships, handling a wide range of technical tasks and ensuring smooth client processes from start to finish. This is a key role that provides unparalleled exposure to senior Financial Planners, giving you the chance to be directly involved in high-quality financial planning for high-net-worth clients and developing yourself to become a fully-fledged Financial Planner in the not-too-distant future.
Your Responsibilities:
- Preparing complex suitability reports and creating cash-flow reports.
- Carrying out in-depth research on financial products and investments.
- Ensuring all client records are kept accurate, up to date and compliant.
- Making tax calculations and other financial planning calculations as needed.
- Taking full ownership of processes like scheduling reviews, managing communications, and liaising with clients and providers.
What we are looking for:
- Level 4 qualified (or higher) in Financial Planning and aspire to become a Financial Adviser.
- You have a solid understanding of financial planning processes and how a firm operates.
- You are familiar with cash flow planning, financial planning research, and writing suitability reports.
What’s in it for you?
- A direct pathway to becoming a Financial Planner
- Competitive Pension Scheme, Generous Holiday, Private Medical Insurance, Life Assurance, Income Protection
- Agile hybrid working
- Outstanding support from the offset
To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.
"INDSBWEA"
