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.
