Trainee Financial Advisor Job in Southampton

Trainee Financial Advisor Job in Southampton. Apply for the latest Southampton jobs in Accounting/Financial/Insurance.

Trainee Financial Advisor Job in Southampton

Job Description
A rare opportunity has risen to join a successful and growing Chartered Financial Advice firm as a Trainee Financial Advisor. Roles like this come rarely. You will be Joining a successful family run business of professional Chartered Financial Planners with the aim of becoming a fully rounded Financial Planner with your own clients.

We are looking for a self-motivated individual who either has their Diploma in Regulated Financial Planning or on the way to achieving it. You will have worked in an IFA office and have experience of setting up and managing financial products & paraplanning.

Main responsibilities

Meet with new and existing clients.
Instigate communications with clients, understand their circumstances, and provide solutions to their varied requirements by organising and delivering appropriate advice & services
Preparing for own and other advisers’ meetings
Technical research including product options & features, investments & performance, taxation and costs
Drafting client communications including recommendations and planning reports
Processing new business
Conducting client reviews
Managing new business opportunities and develop existing relationships and connections This is an office-based position, based within modern office with a welcoming and very supportive team.
  
Offering a fantastic benefits package including, Exam support and mentoring, on site free parking, Third party Paraplanning team, excellent culture & free gym sessions

Job Type: Permanent, Full Time
Location: Southampton
Category: Accounting/Financial/Insurance
City: Southampton
County: Hampshire
Country: United Kingdom
Salary: £30000 – £38000/annum
Benefits: