Here’s an opportunity to join one of the North West's leading Financial Planning firms. 
Smart Financial Planning is a highly regarded Lifestyle Financial Planning firm, led by the former Chairman of the Institute of Financial Planning in the North West and currently the head of the Smart Training Academy, Steve Martin. 

We are setting new standards in terms of client care and with an insistence upon maintaining our position as a leading Financial Planning Firm in the region, we are looking for a Trainee Adviser with similar aspirations. 

Our clients are successful, high net-worth individuals with complex affairs. They expect a service that is exemplary in every respect. Whether it be on the phone, in writing or face-to-face, you will naturally interact with our clients in a highly courteous, efficient and friendly way. You’ll respond briskly to their requests and always aim to exceed their expectations. Importantly, our clients value our attention to detail and our accuracy. You’ll be pleased to hear that we’re meticulous in all we do as this is something you’re passionate about too. 

You’ll already have some financial planning knowledge; more importantly you’ll have an appetite to learn more and to develop yourself.
You will almost certainly be at graduate level or equivalent, be a fast learner and have the confidence to try new things. (If you have the hunger, we want to help you develop your skills.)

You’ll be a good typist and have some IT skills (word, excel, outlook, power point) as our business utilises a wide range of computer based support. 

The position is a three year training program covering 
  • Year one - Financial Services administration, meeting participation, extensive soft skills training and completion of the Diploma in Financial Planning
  • Year two - Paraplanning and technical administration, extensive soft skills training and some client advising during which you will complete the Advance Diploma in Financial Planning
  • Year three - The start of your full time advisory career and the completion of your Certified Financial Planning license
So, if you are the Trainee Adviser we’re looking for you’ll: 
  •  Be highly courteous and friendly – you’ll smile a lot! 
  •  Feel totally comfortable interacting with successful and demanding clients 
  •  Take real pride in yourself 
  •  Have high standards in everything you do 
  •  Have the confidence to take control and make decisions when you have to 
  •  Love learning and learn quickly 
  •  Be enthusiastic and add energy to the office
If this sounds like you and you’re now feeling excited about this opportunity to start on 1st June 2017 call 0844 824 6992.