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Financial Services



Type of Position: Financial Consultant (Trainee Adviser) - London
Pay: Self-Employed Package

Financial Consultant (Trainee Adviser) - London

Our client is looking for a Trainee Financial Adviser to join their expanding team, based in Canary Wharf, London. This is an exciting opportunity for those who have little to no experience working as a Financial Adviser in the UK and who are close to achieving or have the Level 4 Qualification. If this applies to you and you are a highly motivated individual with excellent communication skills, then this may be the perfect opportunity.


As a Financial Consultant you will be expected to build long term relationships with clients and ensure that the clients’ interests are a priority. Advice provided to clients should help them to make well informed decisions regarding all aspects of financial planning. This role is responsible for the client experience and engaging resources to deliver a complete wealth management solution. You will also be expected to contribute to the company’s culture by upholding its values and be willing to help colleagues.


Principle Duties:


-       Provide an excellent and consistent standard of financial advice to existing and prospective clients

-       Maintaining the reputation of the company by practicing the highest standards of conduct when dealing with clients

-       Use proprietary tools and reports to enhance the quality of advice to both prospective and existing clients

-       Meet with prospective clients with the aim of converting into long standing clients

-       Adhere to General Data Protection Act (GDPR) when dealing with client data

-       Keep up to date with FCA regulations, products and polices, and to understand the impact of any changes on clients

-       Build a detailed picture of the client’s financial circumstances (through dialogue and desk research) to provide the client with ideas and opportunities to maximise the value of the client’s current and future net worth

-       Maintain ongoing relationships with clients using Salesforce in addition to other tools


Person Specification:

-       Level 4 qualified (or in the final stages of becoming qualified)

-       Strong moral values

-       Professional conduct and appearance

-       Thrives in a sales environment

-       Strong desire for professional development

-       Passionate about building long term relationships with clients

-       Demonstrable success in a previous role

-       Highly motivated, driven and commercial

-       Experience within financial services preferable but not essential

-       Ambitious with a focus on client service and generating new connections

-       Demonstrable experience of building rapport and interacting with clients effectively

-       Evidence of client relationship management and identifying new opportunities

-       Excellent organisational and communication skills

-       Ability to manage multiple senior stakeholders and reporting requirements

-       Ability to use initiative to problem solve

-       Adaptable to change in a fast-paced environment

-       Committed to advocating and encouraging an inclusive and diverse team culture

-       Ability to promote an open and considerate culture

-       IT proficient including Office 365


Benefits / Package

-       Remuneration equivalent to 70%-80% of new revenue

-       Comprehensive training and development program

-       Middle office and back office support

-       Fully services office with desk, telephone etc.

-       Provide potential leads

-       Operational costs covered by the company

-       Option of financial support for subsistence and marketing costs

-       Option to purchase clients – financial support facilitated by the company


If you are interested in this position then please forward your CV to 

Apply for this job

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