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Financial Planning Administrator / Trainee Financial AdviserRole Overview

We are seeking a Financial Planning Administrator / Trainee Financial Adviser to join our established independent financial advice firm. This role is ideally suited to someone with previous experience in financial services who is looking to broaden their technical knowledge across pensions, investments, mortgages and protection while developing towards an adviser role over time.
The successful candidate will work closely with the firm's directors, both highly experienced Independent Financial Advisers with many decades of industry experience and will develop their technical knowledge across all areas of financial planning as part of their day-to-day role within the business. As experience develops, the role is expected to grow accordingly.

Who We're Looking For

We are looking for someone who wants to build a long-term career in financial planning, starting in an administrative support role and progressing towards becoming a qualified Financial Adviser.
This role would suit someone who:

• Has prior experience within financial services and a good understanding of core products such as pensions, investments, mortgages and protection.
• Is motivated to study towards professional qualifications and develop towards adviser status.
• Is keen to learn from experienced advisers within a professional environment.
• Is seeking a genuine long-term career pathway in financial planning rather than a short-term administrative role.
• Demonstrates excellent attention to detail and a consistently high level of accuracy in their work.
• Communicates professionally and clearly with clients and colleagues.
• Shows strong reliability, initiative and a proactive approach to their work.

Why a Great Candidate Should Join Us

We offer:

• The opportunity to work directly alongside the firm's directors, both highly experienced Independent Financial Advisers with many decades of industry experience.
• The chance to develop technical knowledge across pensions, investments, mortgages and protection as part of your day-to-day role.
• Support towards professional financial planning qualifications.
• Increasing responsibility as your knowledge and experience develop.
• Salary progression over time reflecting performance, qualifications and contribution within the role.

Duties and ResponsibilitiesKey Duties and Tasks Will Include:

• Supporting the directors with the preparation and submission of mortgage, protection and investment applications, including keying applications accurately onto provider platforms and internal back-office systems.
• Tracking applications and liaising with lenders, providers and third parties to progress cases.
• Speaking with clients by telephone to obtain information and provide updates.
• Assisting with the preparation of documentation for client meetings.
• Maintaining accurate and up-to-date client records in line with internal procedures and regulatory requirements.
• Handling incoming calls, post and general client correspondence.
• Responding to client and provider emails in a professional and timely manner.
• Assisting with general administrative support across the practice as required.
• Supporting the directors in meeting compliance and record-keeping requirements.
• Working with internal systems and industry tools.
• Undertaking additional responsibilities over time as experience and knowledge develop.

Experience and Qualifications

Candidates should have prior experience working within financial services and a good understanding of core financial planning products such as pensions, investments, mortgages and protection.
Experience within an independent financial advice practice or financial planning environment would be particularly advantageous.
Progress towards, or completion of, professional qualifications through the Chartered Insurance Institute (CII) or the Chartered Institute for Securities & Investment (CISI) would be desirable. Candidates who have already begun studying towards relevant qualifications will be viewed particularly favourably, as this demonstrates a clear commitment to developing a career in financial planning.
Support will be provided towards appropriate professional qualifications for the successful candidate as they progress within the role.

Benefits

• Support towards professional financial planning qualifications.
• Workplace pension (Auto-enrolment).
• Group life cover.
• Salary progression reflecting performance, qualifications and contribution within the role.