Junior Financial Adviser

Type: Trainee
Region: South West

A successful Financial Planning business are looking for a Level 4 Diploma qualified Financial Adviser who is keen to further their career.

You will build relationships with and nurture your clients, mainly located in the Gloucestershire area. Meetings will be face-to-face and online with no need to bring in or develop your own leads.

The role would be well suited to an individual working as a Client Support Administrator or Paraplanning role working for an IFA practice, who is looking for opportunity to build their profile as a successful Financial Adviser.

Responsibilities

• Servicing a portfolio of established clients
• Arranging reviews and face to face follow-up meetings
• Checking valuations and portfolio details prepared and sent in advance of meeting
• Preparing Fact Find notes and updates including actions required, sending follow-up email to clients

Skills & experience

• Level 4 diploma qualification (CII preferred)
• Previous experience in a client support or paraplanning role
• Excellent technical and problem-solving skills