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    Financial Advisor Trainee - Banstead, Surrey, United Kingdom - Antony George Recruitment

    Antony George Recruitment
    Antony George Recruitment Banstead, Surrey, United Kingdom

    1 week ago

    Default job background
    Accounting / Finance
    Description

    About MLP Wealth Management:
    MLP Wealth Management was established in 1983, by Paolo Standerwick. Today the firm holds chartered status and is run by his two sons Paul and Sean. Their fundamental goal is to provide their clients with financial peace of mind.

    The business aims to be a standout brand, prioritising client objectives, professional service, and community engagement, whilst creating an environment for employees to be successful, both personally and professionally.

    They have a large client base and significant assets under management.

    They have an excellent reputation and have been rated in the top 10 IFAs in the UK on the Vouched For website.


    Package Details:
    The successful candidate will receive a salary up to £30,000 Per Annum.

    This is a 2/3 year programme with support with examinations to reach the fully qualified IFA status.

    Remuneration related to sales will also be provided for Trainee IFAs once they start engaging with clients.


    Other benefits include:
    ~ Study support towards relevant industry exams
    ~ Company pension
    ~ On-site parking
    ~ Bonus scheme
    ~ There is a large client base and significant assets under management
    ~ OTE £45,000+ once sales related work starts
    ~25 days annual leave plus bank holidays


    Purpose of the role:
    This role is offering the rare chance to train to become a fully qualified Financial Adviser.

    With learning support and on the job experience, you are in control of how quickly you could be working as an Adviser.

    You would work alongside 3 very experienced advisers and a trainee with a mentor programme in place.

    There is no need to travel to see clients, as all face-to-face meetings can be held in our fully equipped meeting rooms.


    Duties and Responsibilities:
    Your duties will include but not be limited to:

    Shadowing financial advisers
    Working closely with the administration team to help gather policy information

    Help with projects:
    for example, Mifid annual reviews, other client campaigns, annual portfolio rebalances

    Help Advisers writing reports:
    e.g. Annual review letters, client suitability report
    General admin support
    Speaking directly to clients and carrying out client reviews
    Relationship building
    Generating and converting opportunities into business


    The Ideal Employee:
    Relevant Skills/Experience

    Must have been studying for exams towards being an IFA/or fully qualified
    May already have some financial services industry experience and wants to move on (e.g. paraplanner or advisor support)
    Degree holder
    Good with excel, word etc
    Keen to quickly work through the ranks by working hard

    Good communication skills:
    phone, face to face, and written
    Demonstrate initiative
    Entrepreneurial
    Hold a driving license
    Team player
    Experience with back-office systems such as X-Plan or similar, FE Analytics, Cashcalc and provider platforms
    Strong technical knowledge around pensions, investments and IHT planning
    Relevant examinations
    Sales experience


    Experience required:
    At least 1-year financial services experience.


    Qualifications required:
    Must have been studying for exams towards being an IFA/or fully qualified. (Level 4 qualified)
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