Trainee Adviser - Finance

North Lanarkshire
21000.00 - 25000.00 GBP Annual
14 Jun 2019
11 Jul 2019
Contract Type
Full Time
Trainee Adviser - Finance
For You:
• The opportunity to build a career within the financial services sector
• Full cross-department development and training
• The opportunity to gain the CII accreditation paid for by the company
• Company pension
• Annual review and a potential bonus awarded
• Working with a mentor to provide valuable practical experience
• Be part of a company who continue to grow through new acquisitions
• 21 days holidays plus bank holidays
The Role:
* Your trainee-ship will see you work in various departments within the business to gain a full and thorough knowledge of all aspects of the advice and review processes, including valuations, new business and compliance.
* Collation of all required information to be given to a client
* Preparation of correspondence which includes compiling suitability letters, reports, investment valuations and spread sheets all in accordance with company philosophy & house rules
* Accurately preparing documents such as Investment Review, Portfolio Re-Balancing, Pensions investments & reviews, Personal/Business Assurance Cover
* Conducting research in order to make the most accurate and beneficial recommendations for clients
* Researching Investments for High Net Worth clients including Inheritance Tax Planning
* Checking and processing of new business cases
* Checking policy documentation and ensuring in house systems are fully and accurately updated
* Liaising with Life, Investment and Pensions companies to gather information, accurately input into Wealthpro
* The tasks above are all to assist Financial Adviser & Para planners in the preparation for client meetings and are not exhaustive. Ad hoc tasks are likely to be assigned
Skills and Experience Required:
* A minimum of 12 months experience of working in the Financial Services industry
* Strong work ethic
* Motivated and performance driven
* Strong presentation skills
* Good time management
* Excellent ability to communicate with colleagues and clients
Please apply & all suitable candidates will be contacted asap. Due to the high volume of applications we receive it is sometimes not possible to speak to all applicants directly. Please assume that if you have not been contacted within 2 weeks of your application that on this occasion it will not be progressed. We thank you for your understanding

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