Trainee Financial Adviser

Siamo Recruitment are proud to be partnering with a well-established financial firm based in Swindon. The business is seeking an Trainee Financial Adviser to join their growing team and play a key role in supporting their advisers and operations.

This is an excellent development role for a driven talent to progress through and grow as a Trainee Adviser providing technical support to the firms customers.  

This role is a technical focussed role requiring ability to study and will appeal to a talent looking to continuously develop and become a specialist in their field.

You will become a key member within the company and grow to be dependable.

As the opportunity grows our client will offer financial qualifications and regular training opportunities to ensure you stay ahead of the market.

What does our clients benefits scheme include? 

Up to a 20% annual bonus scheme (performance based)
Professional investment plans for relevant courses, exams and industry training materials
25 days annual leave entitlement + bank holidays (plus additional one each year and option to buy more/sell)
Annual salary reviews
Private medical insurance and life cover available
Recruitment referrals bonus of £250.00
Hybrid working offering 2 days from home post probation
Early finish Friday's, Christmas shutdowns, summer and winter events and additional time off on your birthday
Free on-site parking
Fresh fruit, cereals and porridge provided daily  
This Trainee Financial Adviser role will hold the below responsibilities:

Preparing and maintaining accurate client records and meeting documentation
Managing adviser calendars and scheduling client appointments
Responding to client emails and phone enquiries
Performing administrative duties including document filing, data input, and correspondence
Supporting with case submission processes and follow-ups
Managing internal CRM systems and keeping data up to date
Building strong professional relationships with clients and stakeholders
Assisting advisers with internal and external queries 
The ideal candidate for this Trainee Financial Adviser role will hold the below experience, skills and qualifications:

Previous administrative and customer relations experience is essential
Previous experience dealing with customer via the phone, email and face to face
Previous experience within financial services (banking, investment, insurance or wealth management)
Currently studying any financial qualifications is advantageous
Microsoft Office proficient with exposure using CRM’s and Zoom
Excellent communication skills with the ability to converse with all levels
Attentive with an eye for detail
Full UK Driving License and Own Vehicle
INDCIRFS