Trainee Financial Adviser

Salary & Benefits:

• Competitive salary: £30,000 - £35,000 (experience-dependent).
• Company pension.
• Private medical insurance.
• Flexitime and flexible working.
• On-site parking.
• Bonus scheme and commission pay.

About The Review Business: The Review Business is a Derby-based financial planning business committed to delivering top-tier financial planning and investment advice. We serve clients across the UK with a small but dedicated team that values integrity, innovation, and excellence.

Why Join the review business? At the review business, they offer more than just a job; they provide an opportunity to make a meaningful impact. Join their dynamic team that values professionalism, innovation, and client satisfaction. You'll also benefit from:

• Competitive salary and benefits package.
• Opportunities for growth and career advancement.
• A supportive and collaborative work environment.
• Access to cutting-edge tools and resources.

Duties and Responsibilities: As part of the team, you will:

• Shadow Financial Planners.
• Prepare reports following reviews.
• Create Financial Planning reports for new enquiries.
• Assess clients' financial situations and understand their needs and goals.
• Develop personalized financial strategies, including investment, retirement, and estate planning.
• Monitor financial market trends and provide informed recommendations.
• Ensure compliance with regulatory requirements and industry standards.
• Build and maintain strong client relationships through exceptional service.

The Ideal Employee:

• Hold a Level 4 Diploma.
• Have experience in Financial Services, preferably within a Financial Planning Firm, as an experienced administrator, paraplanner, or trainee.
• Possess the ability to explain financial concepts clearly in both writing and verbally.
• Be confident with numbers, demonstrating strong attention to detail.
• Show an interest in people and an ability to converse with individuals from diverse backgrounds.
• Be comfortable asking questions to understand client motivations.
• Have experience writing suitability reports.
• Exhibit compassion, empathy, and a supportive attitude toward clients, particularly during challenging life events.
• Hold membership with a professional body such as the Chartered Insurance Institute (CII) or the London Institute of Banking & Finance (LIBF).
• Demonstrate commitment to continuous professional development.

Essential Requirements:

• Right to work in the UK.
• Competency with Microsoft Office programs.
• Fluency in both written and spoken English.
• Diploma Level Financial Planning qualifications.

If you're passionate about helping clients achieve their financial goals, possess the required qualifications and skills, and are looking for a dynamic and inclusive workplace, we encourage you to apply and join The Review Business team to make a difference.