This is a fantastic opportunity for someone looking for their next career step within the Wealth Management industry. Our Client have an excellent opportunity for a Trainee Financial Consultant to join their thriving Business , the successful candidate will l be joining a reputable business with genuine career progression, competitive basic salary and market leading benefits.
Our client, are a highly regarded organisation within the Wealth Management sector, who have an excellent and rare opportunity for a Trainee Private Client Adviser to join their expanding business.
As Trainee Private Financial Consultant you will be assisting other Advisers in the execution of the advisory processes, although as a trainee you will not be providing advice. This will include, attending client meetings with Advisers, write up meeting file notes, and collating financial information. You will have excellent organisational and report writing skills, a good level of IT skills and importantly a keenness and willingness to learn.
My client is offering a competitive salary , offering excellent earning potential, offering genuine career development.
Attend client meetings with advisers, both on and off site, and to write up the post meeting file notes and collate relevant documentation in preparation for it to be passed to Technical Support.
Update all relevant meeting information onto systems for record keeping and the report writing process
Assist the Advisers in collating the relevant and necessary information about the client\'s past and present financial arrangements to enable a full financial needs analysis to be carried out
Assist the Advisers in collating the relevant information to be able to assess the client\'s attitude to risk including their willingness and ability to accept risk within\' Know Your Client procedures
To be able to take a theoretical approach to the assessment of the relative merits of financial planning and investment options using appropriate analytical systems and relevant data
Ensure that all relevant information is recorded on client files
Assist with updating of Procedures Manual and ensure that it remains up to date
Make recommendations as to how the firm\'s systems and procedures might be improved
Previous Financial Services experience
Working towards attaining a Level 4 qualification
Ability to manage own workload and work within a small team
Excellent organisational skills
Excellent report writing skills
Excellent knowledge of financial products.
Knowledge of legal regulatory and industry requirements.
Knowledge of Microsoft Word Excel, Outlook and ideally Adviser Office, Volume and Pulse dealing system
Our client is looking for a highly motivated and enjoys the challenge of a diverse role whilst having an eye for detail. It is also essential that the successful candidate is a team player, committed to the company, has a flexible and thorough approach with the ability to priorities their work.
For more information please contact one of our specialist consultants Ref: NJR8927