Job Description

• Providing technical support and back up to the Chartered Financial Planners
• Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients in conjunction with the paraplanning team
• To provide assistance to the paraplanning team when workload dictates for all consultants
• Facilitate all advice within a strict ethical and compliance framework and under supervision of the Chartered Financial Planner
• Providing clear work requests to allow back office to support your client bank effectively whilst following processes
• Developing a robust review process for clients of the Chartered Financial Planner and ensuring that service is delivered in line with the agreed fee / retainer / service level
• Ensuring that internal systems are used effectively and accurately and that client detail is recorded and kept up to date

Required Knowledge, Skills, and Abilities

Essential requirements for a Trainee Financial Adviser

• Some regulated exams (part Level 4 qualified)
• Excellent communication skills
• Previous relevant industry experience (Sales Support / Paraplanning / previous advisory experience)

Desirable Requirements for the Trainee Financial Adviser

• Willingness to work towards Chartered Financial Planner status