financial adviser
Responsibility
- wealth Generation LLP is seeking a Graduate/Trainee Financial Planner
- provide high quality support to the Founding Partner and Paraplanner
- the successful applicant will initially assist the Founding Partner and Paraplanner in the business by carrying out a variety of duties
Show more +11 - assist with report writing and annual client reviews
- the candidate will also be assisted in their own development through the funding of professional qualifications and mentoring
- investment learning and research
- there is a clear path for the candidate to progress within the firm
- contribute to social media content
- acting as a first point of contact, dealing with correspondence and phone calls
- greeting clients and ensuring they feel welcome when they arrive
- chasing on new business cases and general queries that come up
- helping with monthly Income reconciliation through our back office system
- studying for professional Financial Planner qualification
- inputting and updating the client’s information and policies on the back office system so that it is always accurate and reflects any work that has been carried out
Requirements
- A strong academic background, preferably studied at University
- can demonstrate high levels of Attention to Detail
- highly professional and displays a strong work ethic
Show more +7 - willing to go the extra mile when it is required
- willing to work within a small team and undertake a variety of tasks
- used to working collaboratively within a small team
- proactive and able to work independently at times
- strong communication skills both verbally and written
- creative and enjoys finding solutions for problems they encounter
- up to date with current affairs
Salary in other companies in the position financial adviser
| GCB AGENCY RECRUITMENT | 9427 £ | 4583 £ 9427 £ |
| STAFFING SOLUTIONS | 8333 £ | 4583 £ 9427 £ |
| APOLLO PRIVATE WEALTH | 8333 £ | 4583 £ 9427 £ |
| JMC SEARCH AND SELECTION | 7916 £ | 4583 £ 9427 £ |
| DMD RECRUITMENT | 5833 £ | 4583 £ 9427 £ |
| ROSEMOUNT INDEPENDENT FINANCIAL ADVISERS | 5000 £ | 4583 £ 9427 £ |
| F S PEOPLE | 5000 £ | 4583 £ 9427 £ |
| SPECIALIST FINANCIAL RECRUITMENT | 5000 £ | 4583 £ 9427 £ |
| VISION RECRUITMENT | 4583 £ | 4583 £ 9427 £ |
| INNOVATING INCLUSION | 4583 £ | 4583 £ 9427 £ |