Trainee Financial Adviser

Business area:  Financial Planning

Description

Hazlewoods is one of the largest independent accountancy firms in the Southwest, with offices across Cheltenham, Cardiff and Bristol.

Due to continued growth, our Financial Planning team, based in Staverton, is looking to recruit a Trainee Financial Adviser. This is a great opportunity for someone looking to build a long-term career in financial planning.

We are looking for a graduate from any degree subject, keen to pursue financial planning as a career.

Key Responsibilities:

Initially, the role will be more administration- focused, including:

▪ Supporting the team with day-to-day client administration
▪ Gathering and organising client information
▪ Learning internal systems, processes, and how we deliver financial advice
▪ Assisting with client communications and provider interactions.

As your knowledge and experience grow, you will:

▪ Start to support more technical work, including research and analysis
▪ Work more closely with advisers on preparing recommendations

▪ Develop an understanding of clients’ financial situations, goals, and attitude to risk
▪ Liaise with providers and build an understanding of the wider marketplace.

Over time, you will:

▪ Take a more active role in client meetings
▪ Support the delivery of advice and recommendations
▪ Build relationships with clients and help identify new opportunities
▪ Continue developing your technical knowledge and skills, with a view to progressing into an adviser role.

The Person

▪ Interested in building a career in financial planning
▪ Enjoys working with people and being part of a team
▪ Good communicator with strong interpersonal skills
▪ Positive attitude and willingness to learn
▪ Organised with good attention to detail
▪ Comfortable using IT systems and learning new tools
▪ Proactive and willing to take initiative
▪ Previous office or client-facing experience would be helpful, but not essential.

We will support you with full training and in time, the relevant qualifications to develop your career in this field.

If you are looking to join a prestigious and successful firm which provides first class training and really values its employees, then please click on Apply Now to send your CV and covering letter.