Trainee Financial Advisor

Type: Trainee
Region: North West

We are thrilled to present a fantastic opportunity for a Dynamic Junior Financial Advisor in the vibrant city of Manchester. This role offers an attractive starting salary of £25,000 – £30,000 and the chance to be part of an energetic team. The successful candidate will play a key role in shadowing their Senior Financial Advisers and will have firsthand knowledge of how to operate effectively as an Adviser. This is an excellent opportunity to advance your career in a nurturing and inclusive environment.

The Company

A highly regarded IFA firm based in the heart of Manchester offering advice to private and corporate clients. The business has been successful in continuing to grow year on year through their excellent training and development provided to their ambitious staff, who continue to flourish.

The Role

By shadowing their Senior Financial Advisers you will have firsthand knowledge of how to operate effectively as an Adviser. The timescale of progression from Junior Financial Advisor to Financial Adviser is dependent on how quickly you can build a client bank to justify the transition to full-time Financial Adviser. Once transitioned to full Adviser, the business would continue to support you through feeding you acquired clients to service, providing back office support and continued mentoring.

The Responsibilities

  • Assisting Senior Advisors in conducting client meetings to gather financial information, assess goals, and provide personalized recommendations
  • Preparing financial analyses, including cash flow projections, retirement planning, and investment portfolio reviews
  • Researching investment opportunities and assisting in developing investment strategies tailored to clients’ needs and risk profiles
  • Supporting the preparation of financial plans and presentations for client meetings
  • Responding to client inquiries and provide ongoing support to address their financial needs and concerns
  • Staying informed about market trends, economic developments, and regulatory changes that may impact clients’ financial plans
  • Collaborating with other team members to ensure a seamless client experience and adherence to compliance standards
  • Participating in training and professional development opportunities to expand knowledge and skills in the financial advisory field

The Requirements

  • You should have worked in Financial Services and have ambitions to become a Financial Adviser
  • You should hold your full Diploma in Financial Planning (or equivalent) or have a willingness to study towards this (funded for by the business)
  • You should be proactive to network and generate clients
  • Minimum 12 months in an administrative role

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates

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