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Financial Adviser

  • Salary: £35000 - £50000 per annum
  • Location: City of London, London
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    03 Nov 2017
  • Job reference: 29747

Currently working with a well-established wealth management practice who is looking for a
Trainee Adviser to join their team.

Our client is extremely dynamic and provides an environment for career-motivated people to thrive and will offer support should you wish to pursue chartered qualifications.

Working from their prestigious office based in the city, your primary role will be to manage an existing portfolio of clients that will be given to you, contact clients and set up meetings, either within an office environment, conduct in-depth reviews of clients' financial circumstances, current provision and future aims; whilst ensuring that the firm's clients receive the highest level of financial advice and ongoing service.

Trainee Financial Advisor Responsibilities

  • Contribute to the success of the business by further developing the existing client bank, gaining referrals where possible and strengthening client relationships
  • Increase income for the business by converting new leads and business opportunities
  • Consistently comply with legislative, financial, procedural and quality requirements

Trainee Financial Advisor Requirements

  • Proven experience in a client facing wealth management or financial planning role
  • Diploma qualified to Level 4
  • Ability to operate within a compliant framework and adhere to regulatory quality standards
  • Strong communication and presentation skills with the ability to plan and prioritise workloads
  • A high level of initiative and enthusiasm with the ability to identify opportunities within the wealth management and financial planning arena
  • Strong product, market and technical knowledge. IT literate (Excel, Word, PowerPoint etc)

Looking for a confident, switched-on individual who has drive to exceed expectations and deliver a high level of customer service.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Our clients include: