Trainee Financial Adviser job in London

Apply for Trainee Financial Adviser job in London, London, United Kingdom. Accounting/Financial/Insurance jobs in London.

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Job Title: Trainee Financial Adviser
Job Type: Permanent
Location: London
Salary: £40000 - £50000/annum
Company: CV-Library
Category: Accounting/Financial/Insurance
Benefits:

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Job Description:
CV-Library jobs

A fantastic opportunity has arisen within a highly-successful IFA Firm working as Trainee Financial Adviser. This is the perfect career move for a motivated adviser looking to take on a new challenge within a professional and friendly working environment. With the support from Paraplanners and Administrators, your main purpose as a Trainee Financial Adviser will be to gain and maintain a significant client bank using all the best resources available to you.

Duties:

Recognise new clients and introducers to initiate new and long-lasting relationships.
Provide an on-going service to clients.
Fact find with clients to determine the best financial strategy individually suited to each client.
Adhere to competent status defined by both the company and FCA regulations.
Adhere to the Centralized Investment Proposition
Obey at all times with relevant data protection and money laundering regulations.
Keep up to date with marketplace and industry news.

Requirements:

An approved QCF level four qualification
Up to date Statement of Professional Standing and good knowledge of regulatory regime.
Competent all in MS Office packages.
An understanding of the Intelligent Office back office system (desirable).
Experience with modern Wraps and in particular AXA Elevate (desirable)

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