22nd May, 2025
The Role
Our client is seeking a valued member of the Financial Team. Responsible for everything you would expect of someone on a path to eventually becoming a Financial Planner you will be providing first class administration support while learning how to provide clients with advice and how to make recommendations on ways to best utilise their assets to achieve their objectives. You will spend a up to 2 years in the office learning the basics and taking your exams funded by our client and the third year shadowing an experienced advisor if you are successful.
The Business
Our client is a wealth management firm that specialise in providing high-quality personal advice on many aspects of wealth management and advising clients of both personal and corporate issues. They assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit planning.
A Typical Day
This could include Preparing paperwork and valuations ahead of client meetings, maintaining internal databases, dealing with new business application as well as dealing with internal and external client queries, In addition you shall be responsible for chasing remuneration/adviser fees, setting up client meeting/diary management and assisting in all pre and post-sale administration.
On top of this you will be learning to analyse information and present Financial Plans best suited to individual clients' requirements and developing new client opportunities via referrals, professional connections and networking in line with the growth strategy adopted by the business.
Requirements Experience within a Financial Services organisation
Financial Services qualifications essential to include RO4
Good communication and computer literacy skills required
Good presentation skills
Apply now to avoid missing out on this rare opportunity to join a fantastic company.
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