Trainee Financial Adviser - Nottingham, United Kingdom - Antony George Recruitment

Antony George Recruitment

Verified Company

Nottingham, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

The purpose of this role is to train alongside the Financial Advisers to give independent financial advice to clients within FCA rules and the businesses' procedures.

The Company

Hampshire Hill are a business of professional independent advisers with clear and transparent pricing, they cover full comprehensive planning including future cashflow with differing levels of ongoing service to suit their clients' individual needs.

Based in Nottingham, the friendly and approachable team consists of 15 individuals.

Their mission is to challenge the perception of financial services one client at a time.

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

Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
Conducting indepth reviews of clients' financial circumstances, current provision and future aims along with the Lifestyle Account Manager
Working with the Technical Team, analysing information and preparing plans best suited to individual clients' requirements
Completing risk analysis
Along with the Technical Team, researching the marketplace and providing clients with information on new and existing products and services
Designing financial strategies
Assisting clients to make informed decisions
Researching information from various sources, including providers of financial products
Reviewing and responding to clients changing needs and financial circumstances either yearly or six monthly
Promoting and advising on financial products to meet given or negotiated sales targets
Working closely with the Operations Team and financial services providers
Communicating with other professionals, such as estate agents, solicitors and valuers
Keeping up to date with financial products and legislation
Working with the Technical Team to produce Suitable financial reports bespoke to the client's needs
Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.

Salary & Benefits:

Other benefits include:

Monthly car allowance
Pension Scheme
Bonus Scheme
20 days holiday + bank holidays (plus an extra 3 days in December for Christmas shut down)

Skills

Level 4 Diploma in Financial Planning
Some knowledge of investments, savings, and money management.
Great people & communication skills both written & verbal.
The ability to network and establish relationships with clients
The ability to work both individually and in a team setting
Organisational skills
Target driven mind set
A flexible approach to work
Discretion and understanding of the need for client confidentiality
An ethical and professional approach to work.

Location:
Nottingham

Experience (Essential): 1-2 years financial planning experience

Qualifications:
Level 4 diploma in financial planning (or equivalent DipPFS or DipFA)

Type of role:
Full Time, Permanent

Job Information: