Financial advisory support occupations Work, Jobs in Wetherby, Wyk (with Salaries)

Trainee Financial Adviser
The Private Office —Leeds
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Paraplanner
Redmayne Bentley —Leeds
- £40,000 - £50,000 a year
- Full-time
- Financial services
- Communication skills
14d
Pensions Administrator
Broadstone Corporate Benefits Limited —York
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Financial Administrator
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Paraplanner
YorWealth —York
- £38,000 - £45,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
6h
Experienced Financial Services Administrator
Budge and Company —Harrogate
- Full-time
- Financial services
- Communication skills
- Free parking
Graduate Trainee Independent Financial Adviser
Clarity Wealth Limited —Leeds
- From £25,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Life insurance
Financial Services Administrator
Navigation Wealth Management —Wakefield
- £24,500 - £27,000 a year
- Full-time
- CRM software
- Salesforce
- Organisational skills
- Annual leave
- Life insurance
Quick apply
1d
Financial Services Administrator
Little & Georgiou —Hipperholme
- Up to £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Flexitime
- Employee discount
Quick apply
8d
Paraplanner
Harper Financial Associates —Wakefield
- £30,000 - £50,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
- Employee discount
Quick apply
Client Delivery Associate
The Private Office —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- IT
- Financial services
Paraplanner
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Corporate Risk & Healthcare Administrator
Swiss Life Global Solutions —Leeds
- Microsoft Excel
- Administrative experience
- Organisational skills
- Annual leave
- Employee assistance programme
IFA Client Administrator
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Financial services
Quick apply
Pension Administrator
First Actuarial —Leeds
- Hybrid work
- Microsoft Excel
- Communication skills
- Annual leave
- Life insurance
Pensions Administrator -Collective Defined Contribution (CDC)
TPT Retirement Solutions —Leeds
- Microsoft Word
- Microsoft Excel
- English
Financial Planning Client Administration Team Leader
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Leadership
Quick apply
1d
Team Leader Client Administration
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Leadership
Quick apply
Paraplanner
BBT Group —Wakefield
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Client Services Apprentice
BBT Group —Wakefield
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook

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Trainee Financial Adviser

The Private Office -
Leeds

Apply Now

Job details

Full-time

Benefits

Cycle to work scheme
Company pension
Private medical insurance

Qualifications

Microsoft Powerpoint
Driving Licence
Microsoft Excel
Microsoft Outlook
Sales
Microsoft Office
Organisational skills
IT
Communication skills
Certificate in Insurance
Time management

Full job description

As a Trainee Adviser, you would be working as part of a productive, high performing team to provide support primarily to Sales Managers (SM) and Advisers in a Trainee Adviser capacity.

You should have experience of working in an IFA with exposure to client meetings (experience of cash flow is beneficial) and a good technical understanding, hold minimum Level 4 Diploma in Regulated Financial Advice (CII preferrable or willing to undertake the exams to convert) and have the long-term ambition and desire to become a Chartered Financial Adviser. Get ready to embark on a 6-12-month training and assessment period depending on qualifications, skills and speed of development.

We will help build and develop the skills you require to become competent as an Adviser in your own right, through initially undertaking a structured training plan during which you will be fully supported by a dedicated mentor, and also your peers. You will be allocated to a specific Commercial Management Team and Sales Manager.

Key Responsibilities

Prepare background notes on clients in preparation for meetings.
Prepare meeting presentation power point slides.
Engage clients with TPO Wealth, liaising with TPO Wealth support.
Updating client information, in particular, updating asset and income schedules.
Other background work requested by Advisers (i.e. policy information, FE graphs, administrative requirements)
Attending meetings and taking notes inline with TPO best practice.
Preparing follow up communication/agreed actions for clients.
Submitting handovers to our administrative team and following the client journey in line with best practice.
Submitting briefing notes.
Producing CAP and SA letters on behalf of authorised Advisers.
Supporting with core administration tasks (e.g. VC, Curo, TPO Wealth).
Taking client calls/queries and responding in a time efficient manner.
Full responsibility for scopes post meeting.
Operating cash flow and Collidr in meetings.
Developing the ability to lead on all client meetings (Discovery, Presentation, Review).
Providing cash advice to clients via Savings Champion.
Supporting TPO direct with inbound queries, meeting preparation and post meeting activities.
Booking lead calls and meetings for Advisers.
To embrace overarching fitness and propriety principles and relevant TPO KPIs, namely; client service and satisfaction (including complaints/errors), professional development (desire to improve), advice quality and business risk.

Objectives

To become an Associate Adviser.
Assisting Advisers, Managers and the wider TPO team to deliver an excellent service to existing/new clients.
To understand TPO’s proposition and follow best practice guidelines.
To understand the implications of undertaking a regulated role as set out in relevant FCA rules and guidance and TPO's own policies, including (but not limited to); regulatory fitness and propriety, advice quality, KYC, suitability standards, and anti-money laundering.
To extract and capture client objectives and attitude to risk sufficiently.
Ability to demonstrate compliant delivery of a client meeting from start to finish (discovery, review, presentation).
Technically competent (achieved outside of working hours and as a contributor to CPD).
Ability to articulate TPO service, proposition and fees.
Ability to position advice needs to clients.
To undertake and pass regulatory authorisation assessment by meeting benchmark regulatory standards.

Knowledge, Skills & Experience

Attained minimum of level 4 or equivalent qualification

Essential:

Experience within Private Independent Wealth Management;
Exposure to client meetings where you can demonstrate that you have actively engaged with the client in the meetings;
Technical ability to understand the different types of advice offered in the TPO proposition
As a planning led firm, exposure to cash flow would be beneficial (preferably Voyant)
Ambitious and goal-orientated;
An adaptable and flexible approach to work within a changing environment;
Experience of working unsupervised with a high level of self-motivation;
Excellent interpersonal and communication skills;
A high standard of personal organisational and time management skills;
Ability to take control and drive your own development and study time;
The capability to explain complex information simply and clearly;
Discretion and an understanding of the need for client confidentiality;
Experience of working to targeted service standards and procedures;
Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems.

Desirable:

A full driving licence is useful, particularly if you are supporting independent financial advisers (IFAs) who may have to travel to visit clients at their own homes

Benefits

Company discretionary bonus scheme;
Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch;
24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
Company Pension scheme;
Private Healthcare;
Group Income Protection;
Life Assurance;
Eye Care Scheme;
Wellbeing programme;
Bike to Work Scheme;
Full support with professional qualifications;

after qualifying period

Apply Now

Refine Your Search

financial advisory support occupations jobs in wetherby, wyk

Trainee Financial Adviser

Paraplanner

Pensions Administrator

Financial Administrator

Paraplanner

Experienced Financial Services Administrator

Graduate Trainee Independent Financial Adviser

Financial Services Administrator

Financial Services Administrator

Paraplanner

Client Delivery Associate

Paraplanner

Corporate Risk & Healthcare Administrator

IFA Client Administrator

Pension Administrator

Pensions Administrator -Collective Defined Contribution (CDC)

Financial Planning Client Administration Team Leader

Team Leader Client Administration

Paraplanner

Client Services Apprentice

I want to receive the latest job alerts for financial advisory support occupations in wetherby, wyk

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