Trainee Financial Adviser

Description, duties, responsibilities

Elevation offers a personal and discreet financial planning service that aims to deliver integrated and specialist funding advice for corporate and private individuals.

With offices in Birmingham, London and Nottingham, Elevation Wealth Management Limited provides business and private individuals with clear, independent advice with professionally managed financial solutions.

As members of the team have undergone recent promotions and progressed within the business there is now a need to fill the role of a Trainee Financial Adviser.

Elevation is dedicated to supporting their employees with growth, development and progression opportunities.

Duties and responsibilities

You will be working within a regional hub of a rapidly growing national firm carrying out a variation of duties. Initially you will be responsible for assisting with the work of two very active advisers and bridging work between the advisers and their dedicated administration desk in a paraplanning/trainee adviser hybrid role.

What does the successful candidate look like?

Essential

• Level 4 diploma qualified
• 12+ months Paraplanning experience
• Understand how to prepare annual review packs for existing clients and build new business cases alongside a financial planner.
• Must have a hard work ethic and an ability to well within a team as well as having the responsibility to work independently.

Desired

• Client facing experience
• Evidence that you can conduct yourself in a professional friendly manner with the ability to build rapport.
• Experience with Intelligent Office

Salary & Benefits:

The successful candidate will receive a basic salary of £30,000 - £45,000 Per Annum

Other benefits include:

• Quarterly Bonus
• 3x Death in Service scheme
• Exam financial support
• Pension contribution
• Company incentives/Social outings & events for all employees

Location: London

Experience (Essential): At least 12 months Paraplanning experience

Qualifications (essential): Level 4 Diploma in Financial Planning (DipPFS/DipFA) or equivalent

Type of role: Full Time, Permanent

If you have any questions or would prefer to have a conversation prior to submitting an application, please contact Lee Old on 07932 374 109 or alternatively send him an email to lee@antonygeorge.com