Trainee Financial Advisor - Collins Stirling & Associates Ltd : Job Details

Job Title: Trainee Financial Advisor

Location: Surrey - Mainly remote role with occasional meetings n the office

Salary: £40,000 - £45,000 basic plus benefits and commissions

Are you ready to be part of a growing firm that is ambitious, forward-thinking, and committed to providing exceptional service to high-net-worth clients? We are working with a boutique firm who do things differently. They are looking for a driven, client-focused individual to join their dynamic team and support their high performing Financial Planners in delivering top-notch financial planning solutions.

In this exciting role, you will take full ownership of client relationships, handling a wide range of technical tasks and ensuring smooth client processes from start to finish. This is a key role that provides unparalleled exposure to senior Financial Planners, giving you the chance to be directly involved in high-quality financial planning for high-net-worth clients and developing yourself to become a fully-fledged Financial Planner in the not-too-distant future.

Your Responsibilities:

• Preparing complex suitability reports and creating cash-flow reports.
• Carrying out in-depth research on financial products and investments.
• Ensuring all client records are kept accurate, up to date and compliant.
• Making tax calculations and other financial planning calculations as needed.
• Taking full ownership of processes like scheduling reviews, managing communications, and liaising with clients and providers.

What we are looking for:

• Level 4 qualified (or higher) in Financial Planning and aspire to become a Financial Adviser.
• You have a solid understanding of financial planning processes and how a firm operates.
• You are familiar with cash flow planning, financial planning research, and writing suitability reports.

What’s in it for you?

• A direct pathway to becoming a Financial Planner
• Competitive Pension Scheme, Generous Holiday, Private Medical Insurance, Life Assurance, Income Protection
• Agile hybrid working
• Outstanding support from the offset