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Trainee Financial Adviser

The Burford Recruitment Company Ltd
Posted 16 days ago, valid for 7 days
Location

Witney, Oxfordshire OX28 6HG, England

Salary

£50,000 per annum

Contract type

Full Time

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Sonic Summary

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  • The Burford Recruitment Company is seeking a Trainee Financial Adviser for an independent Financial Planning firm in Witney, Oxfordshire.
  • The role requires proven experience in a Paraplanning or Client Support position within a financial planning firm and a CII Level 4 Diploma in Regulated Financial Planning or nearing completion.
  • Key responsibilities include assisting the Director with client meetings, conducting research on financial products, and building client relationships.
  • This position offers mentorship from an experienced Adviser and a competitive salary package.
  • The firm emphasizes a client-centric approach and provides a supportive, hybrid work environment.

The Burford Recruitment Company are working with an established, independent Financial Planning firm based in Witney, Oxfordshire. With a reputation for delivering tailored financial advice to a wide range of clients, they take pride in their client-centric approach, helping individuals achieve their financial goals. Due to growth, they are looking for a motivated and ambitious Trainee Financial Adviser to join their experienced team.

This is an excellent opportunity for someone who is keen to develop their career in financial planning, working alongside the Director and managing an existing book of business.

Key Responsibilities:

  • Assist the Director with client meetings, including preparation of financial reports and documentation.
  • Conduct research on financial products and solutions to meet client needs.
  • Develop a solid understanding of financial planning, products, and markets.
  • Build long-lasting client relationships through effective communication and excellent service.

Requirements:

  • Proven experience working in a Paraplanning or Client Support role for a financial planning firm.
  • Hold the CII Level 4 Diploma Regulated Financial Planning or close to completing it.
  • Knowledge of financial products, investment strategies, and retirement planning.
  • Excellent communication skills with the ability to explain financial concepts in a clear and understandable manner.
  • A client-centric approach with a focus on providing exceptional customer service.

Additional Information:

  • Mentorship from an experienced Adviser to help you grow your knowledge and skills.
  • A competitive salary package
  • Hybrid role
  • A supportive and collaborative team environment.

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By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.