Trainee Financial Adviser

Job description

As a Trainee Adviser, you would 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. You should have experience of working in an IFA with exposure to client meetings (experience of cash flow is beneficial) and a good technical understanding, hold minimum Level 4 Diploma in Regulated Financial Advice (CII preferrable or willing to undertake the exams to convert) and have the long-term ambition and desire to become a Chartered Financial Adviser. Get ready to embark on a 6-12-month training and assessment period depending on qualifications, skills and speed of development. 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. You will be allocated to a specific Commercial Management Team and Sales Manager. Key Responsibilities: Prepare background notes on clients in preparation for meetings. Prepare meeting presentation power point slides. Engage clients with TPO Wealth, liaising with TPO Wealth...