‘Trainee Financial Adviser’ Job Spec

Job Spec – ‘Trainee Financial Adviser’

Starting Package:

£18,000 per annum starting salary, professional qualifications paid for by firm, exam bonus for each qualification passed, contributory pension and health insurance.

Start date:                       Summer 2015

Reporting to:                  Director of the business
Degree requirements:  2:1 or above

Overview of the role:

Wetherall’s is seeking a Graduate Trainee to work closely alongside the Director of the business, to help deliver first class service and great outcomes to our predominantly High Net Worth client bank.

 

The successful candidate will commence employment as a Financial Administrator whilst participating in a graduate development program. During this time they will learn about all aspects of the business, whilst working to achieve their Diploma in Financial Planning qualification in a two year time frame. The company will provide financial support towards the cost of professional study during this time, with a view to progressing the individual into a Trainee Financial Adviser position upon successful completion of their professional qualifications, with the Director continuing to work with them longer term to develop their skills, achieve ‘competent adviser status’ and build their own client bank.

About the business:

Wetherall’s is a recently established and fast-growing Financial Planning and Wealth Management practice based in the heart of Spinningfields, Manchester’s financial centre. The business focusses on the provision of Independent Financial Advice, predominantly to High Net Worth individuals and businesses and we are responsible for the management of around £25m of private client wealth. As a member of the Sense Network, we aim to deliver high quality financial advice to clients whilst conforming to industry leading standards of professionalism and integrity.

What we offer you:

A competitive salary and benefits package.

Offices located at the heart of Manchester’s vibrant Spinningfields area.

A career development program designed to fast-track you into an Independent Financial Adviser position with high future earnings potential.

Financial support and coaching to help you achieve your professional qualifications

First sitting of each professional exam paid or by the company, with retakes at the cost of the graduate. An exam bonus is payable for each exam passed.

One–to-one mentoring and training in order to develop your knowledge and existing skill sets.

You will be expected to:

Meet and exceed your KPIs whilst in your role.

Study around your full time working hours to achieve your professional qualifications in a two year time period

Develop a strong understanding of the business and the financial services industry.

Shadow the Director at their client meetings, gaining insight into the adviser role.

Aspire to the highest standards of professionalism and integrity at all times.

Required skills and qualities:

The successful candidate will need to:

Possess and develop strong interpersonal skills to communicate effectively with colleagues and clients at all levels.

Carry out their duties in a thorough and responsible way, taking ownership of problems and seeing tasks through to their conclusion.

Be well presented and punctual, conducting themselves with maturity and a high standard of professionalism

Be trustworthy and act with discretion and integrity at all times

Have an appetite for further study around their working hours to attain their professional qualifications in a short time frame

Demonstrate a passion and desire to pursue a career in Financial Services and to become a fully qualified Independent Financial Adviser

Work experience within the financial sector and a sales driven environment may be beneficial, but is not essential as full training will be provided for the right candidate.

Enquiries:
Interested parties should submit a C.V. and covering letter to james.wetherall@wetheralls.co.uk.

The closing date for applications is 30th April 2015.