Trainee Financial Adviser / Associate Wealth Manager

Are you looking to progress your career towards becoming a fully qualified Financial Adviser or Wealth Manager? An exciting opportunity has arisen for a Trainee Financial Adviser / Associate Wealth Manager to join a growing and highly regarded Wealth Management firm with over £1 billion in Funds Under Management. This is an excellent opportunity for someone with existing Wealth Management or Financial Planning experience who is looking to develop their technical knowledge, gain further qualifications and progress towards becoming a Chartered Financial Planner. The Role Working alongside a Senior Wealth Manager and their growing team, you will receive structured training and development while continuing your journey towards becoming a fully qualified Wealth Manager. The role will include: Attending client meetings alongside Wealth Managers Managing actions arising from client meetings Carry Forward, Annual Allowance and Lifetime Allowance calculations Investment analysis and research Preparing detailed cash-flow modelling Responding to technical and administrative client enquiries Identifying opportunities and referrals from existing clients Managing workflow through Salesforce and internal business trackers About You We are looking for someone who has: Relevant experience within a Wealth Management or Financial Planning environment At least 2 RO exams passed, or currently working towards a Diploma in Financial Services A genuine interest in progressing into a Financial ..... full job details .....