This is a fantastic opportunity to join a well established company and train to help people with their finances. Working towards becoming a fully qualified and competent financial adviser.
Upon starting with the busines you will complete administrative support duties whilst building a knowledge of the financial services market, roles, services, products as well as theprocesses and systems which support these.
In this time you will have exposure to how a financial adviser works, the duties involved in this role and shadow meetings with senior advisers. As you progress with the development of your knowledge, skillset and completion of the CII Diploma in Regulated Financial Planning you will move into delivering financial advice to clients.
As part of this role you will complete the following duties:
- Contacting clients
- Diary management
- Liaising with prospective clients
- To undertake administration associated with new clients, ensuring accuracy, timeliness, completeness and compliance with procedures
- Dealing with incoming calls in a professional manner
- Accurately recording client data and updating records following meetings
- Diary and task management using CRM systems
- Preparing client packs
- Writing reports
- Completing compliance checks
- Completing Fact finds
- Advising clients on their finances such as pensions, investments, mortgages and life cover
- The role involves meeting clients, taking details of their personal circumstances, reviewing and planning solutions to meet their needs, completing business and submitting paperwork
Requirements and prospects Desired skills
- Computer Literate, a lot of the work is now computer based
- Attention to detail, there is a lot of paperwork that requires completing for compliance purposes
- A positive attitude and enthusiastic
- Minimum GCSE grade C (4) and above in English and maths
- Completionof a level 3 qualification or equivalent
Things to consider
- There are progression opportunities to become a Chartered Financial Planner
Looking for a candidate that does not mind hard work, the exams to become a financial adviser are not easy and there is a huge amount of information to take on board. The upside is that if you become good at the job the earnings can be substantial.