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SalaryThe Person: This role would suit someone who has completed their Diploma in Financial Planning (Dip PFS), with the intention of entering the Financial Planning sector to make a positive impact on people’s lives. We are happy to consider candidates from a variety of backgrounds, but the successful candidate must be a confident relationship builder with a passion for meeting (and helping) new people. We are also happy to consider candidates on a full-time or part-time basis.
Salary and Benefits: Salary £40,000 - £60,000 (dependant on experience, with increases as the role develops) plus a generous benefits package including team productivity bonus + fully funded professional memberships, studies and exams with remuneration rewards on meeting qualification milestones + 22 days’ holiday (increasing with service) + bank holidays + Christmas holiday allowance + charity day + generous employers pension contribution + private medical insurance + life insurance + boosst gym + free parking + team events + wellness programme etc.
Homeworking and Flexibility: the successful Trainee Financial Advisor (Enterprise Financial Adviser) must be happy to travel into the Milton Keynes office as required while they are training. Once they are established in their role, we are happy for them to be home based, travelling to client sites as required (the majority of which are in London and the Home Counties), with weekly visits to the office for team meetings, training etc. A home located within an hour’s drive of Milton Keynes would therefore be highly preferable.
The Company: boosst Limited are a family run firm of Certified Financial Planners based in the Bedfordshire countryside in a beautiful, purpose built, eco, lakeside office, close to Milton Keynes and M1 Junction 13 (MK17). boosst is a multi-award winning CISI Accredited Financial Planning firm and hold British Standards certifications BS8577 & BS8543, along with all Financial Planners certified to ISO22222. Their qualifications, accreditations and awards demonstrate their dedication to investment in their team and processes, for the continued benefit of their clients.
Trainee Financial Advisor (Enterprise Financial Adviser), responsibilities include:
- Build and develop relationships with existing Enterprise Clients and their employees.
- Develop the Enterprise side of the business, with a view to bringing new target Enterprise Clients onboard.
- Deliver presentations to Enterprise members.
- Ensure client’s needs are met to an exceptional standard, ensuring all requirements are followed through in a timely manner and to the best outcome.
- Identify opportunities where Enterprise clients would be better served as Individual clients.
- Liaise with product providers and other third parties.
- Working within existing processes, look for ways to improve efficiency and add value.
- Your continued professional development.
- Keep up to date with legislative and industry changes which affect the business and its clients.
- Ensure that all regulatory and compliance standards are met.
Trainee Financial Advisor (Enterprise Financial Adviser), skills and experience required:
- Level 4 Diploma in Financial Planning (Dip PFS or equivalent) and aspiring to complete levels 6 & 7, ideally with some knowledge of Employee Benefits and Salary Exchange.
- Professional appearance and excellent communication skills, with the confidence to deliver presentations and the ability to develop relationships at all levels.
- Highly organised with excellent time management and excellent spelling, grammar and accuracy.
- Self-motivated with the drive to seek opportunities to develop the business and to best serve the clients, with the ability to 'think outside the box’ for the best outcomes.
Dawn O’Shea is recruiting the Trainee Financial Advisor (Enterprise Financial Adviser) directly on behalf of boosst Ltd so NO AGENCIES PLEASE. If you are successful in being shortlisted, you will be contacted within 14 days to discuss the role and your requirements in more detail.
