Trainee Financial Adviser - Northampton, United Kingdom - Capio Recruitment

Capio Recruitment

Verified Company

Northampton, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
Trainee Financial Adviser

Salary:
£40,000 - £50,000

Location:
Northampton
A developing independent, Chartered Financial Planning firm is looking to grow their team with an ambitious trainee financial adviser.

This opportunity will be working closely with a leading financial planner, with a pre-set training structure put in place and a client bank set out to inherit once competent.

This firm provides independent advice across a diverse range of case types including Pensions, Investments, Protection, IHT, Tax & retirement planning as well as also offering Investment Management advice.

As such, this role will be varied and would suit someone who is already a technical individual and working towards their Chartered exams and is looking to step into an advice role.

They are keen to find someone who can fit in well into the team culture that they have there whilst supporting the adviser with technical paraplanning duties.

Alongside this, you will be required to attend client meetings so will need to be professional and personable.

The Required Skills:

Level 4 Diploma is essential, Chartered status is preferred
Experience in a client facing role is preferrable.
Technical individual dealing with complex cases is essential.
Experience of using Intelliflo would be advantageous
A professional and personable communicator who is comfortable dealing with clients
Strong attention to detail and a good level of numerical skills
Good understanding of the FCA and how a Financial services firm operates

If you are interested in hearing more about this position, please get in touch with us at Capio.

"INDDAN"

Salary:
£40,000.00-£50,000.00 per year

Benefits: