Trainee Financial Planner

Description

Job description

J Edward Sellars, based in Clevedon near Bristol, has been providing Investment Management services and Financial Advice to clients since 1975.

We are currently looking for a Trainee to aid in both managing existing clients and to help us expand our services to new clients in the area.

Summary of role:

As a Trainee Financial Planner, you will be involved in all aspects of dealing with our clients. You will be the first point of contact and will be expected to build relationships and trust with them, provide ongoing support to both our advisers and their clients.

You will also look to help build on our client bank using all marketing tools at our disposal and be proactively seeking out new business.

Pending successful completion of key stages, qualifications will be offered funded by the Company. The intended outcome is a full, qualified Advisor role.

Key responsibilities:

Liaise with clients both electronically and over the telephone.

Gather client information and update systems with client data.

The preparation and presentation of Client reports and proposals.

Be proactively seeking new business.

Organise day to day client administration.

Work within FCA compliance guidelines.

Essential skills and experience:

This is not an exclusive or exhaustive list but should include:

Previous experience in Sales, preferably telesales.

The ability to build and maintain strong relationships with Clients.

Strong written, verbal and mathematical skills.

A good eye for detail.

Able to work with a team but ultimately be a self-starter.

The drive and ambition to succeed.

Job Types: Permanent, Full-time

Pay: GBP25,000.00-GBP30,000.00 per year

Benefits:

Casual dress

Company events

Company pension

On-site parking

Private medical insurance (after qualifying period)

Sick pay

Potential to work from home

Schedule:

8am to 5pm - Monday to Friday.

Education:

A-Level or equivalent (required)

Licence/Certification:

Driving Licence (required)

Work authorisation:

United Kingdom (required)

Willingness to travel:

25% (required)

Work Location: In person/Hybrid

Reference ID: Trainee Financial Planner

Job Type: Full-time

Pay: GBP25,000.00-GBP30,000.00 per year

Benefits:

Company pension

Private medical insurance

Schedule:

Monday to Friday

Work Location: In person

Reference ID: Trainee Financial Planner

Ad ID: 5416933639