Trainee Financial Advisor

Trainee Financial AdviserLocation: Hagley, West MidlandsSalary: £30,000An established independent financial planning practice in Hagley is looking to appoint a Diploma-qualified (or nearly qualified) individual who is ready to take the next step towards becoming a Financial Adviser.This is an opportunity to join a close-knit business with genuine long-term progression. Rather than being expected to advise from day one, you''ll spend time learning the business, shadowing experienced advisers, getting to know clients and gradually taking on more responsibility as your confidence grows.With the Managing Director planning for retirement over the coming years and the next generation already at capacity, this role has been created as part of the firm''s succession planning. The intention is to develop someone into an Adviser with an established client bank.The roleYour first year will be varied and designed to build your knowledge and experience, including:• Supporting the advisers with paraplanning duties• Assisting with client administration alongside the existing administrator• Attending client meetings and shadowing experienced advisers• Being introduced to clients and developing relationships over time• Gradually taking responsibility for client meetings and ongoing advice as your experience growsOnce ready, you''ll begin advising existing clients with portfolios typically between £250,000 and £500,000, with many larger relationships across the business.About the firmThis is ..... full job details .....