Trainee Financial Adviser

The Private Office

Bath, United Kingdom
**
Client meeting preparation
Updating client information
Attending client meetings
** The Private Office is seeking a Trainee Financial Adviser to support Sales Managers and Advisers, focusing on client engagement and administrative tasks. The ideal candidate should have experience within Private Independent Wealth Management, a Level 4 Diploma in Regulated Financial Advice, and a desire to become a Chartered Financial Adviser. The position offers a structured training program and various employee benefits. **

Job Summary

  • You will be working as part of a productive, high performing team to provide support primarily to Sales Managers (SM) and Advisers in a Trainee Adviser capacity.
  • We will help build and develop the skills you require to become competent as an Adviser in your own right, through initially undertaking a structured training plan during which you will be fully supported by a dedicated mentor, and also your peers.
  • Benefits include a company discretionary bonus scheme, 24 holidays increasing to 26, company pension, private healthcare, and full support with professional qualifications.

Matching Summary

Match Score: 75

** The Private Office is seeking a Trainee Financial Adviser to support Sales Managers and Advisers, focusing on client engagement and administrative tasks. The ideal candidate should have experience within Private Independent Wealth Management, a Level 4 Diploma in Regulated Financial Advice, and a desire to become a Chartered Financial Adviser. The position offers a structured training program and various employee benefits. **

Skills & Requirements

Must-have

  • Client meeting preparation
  • Updating client information
  • Attending client meetings
  • Preparing follow-up communication
  • Submitting handovers to admin
  • Taking client calls and queries
  • Operating cash flow tools

Nice-to-have

  • Ambitious and goal-orientated
  • Adaptable and flexible approach
  • High level of self-motivation
  • Excellent interpersonal skills
  • High standard of organisational skills
  • Ability to explain complex information simply
  • Discretion and client confidentiality

Key Requirements

  • Minimum Level 4 Diploma in Regulated Financial Advice
  • Experience in Independent Wealth Management
  • Exposure to client meetings
  • Technical ability to understand advice types
  • Experience working unsupervised

Work Rights

Not specified

Tailored Resume

Cover Letter