Trainee Wealth Partner

Are you looking to kick-start a promising career within the financial services sector? An exciting opportunity has arisen for an ambitious individual, this permanent position is perfect for someone with prior client-facing experience who’s passionate about providing exceptional wealth management service.

Key Responsibilities:
– Engage existing and potential clients to present bespoke financial planning services.
– Perform comprehensive reviews of clients’ finances, goals, and provisions.
– Design tailored strategies by researching information aligned with each client’s needs.
– Analyse risk attitudes pertinent to their investment choices.
– Adapt plans according to changes in client’s circumstances or market conditions.

Skills Required
* Communication & Interpersonal Skills: Clear articulation of complex concepts combined with excellent listening abilities are imperative when building rapport and maintaining relationships with diverse clientele.

* Networking Ability: Quickly forging trusted connections through effective networking will be key; your role involves growing the business alongside servicing current portfolios.

* Research & Analytical Acumen: Sharp research skills enable the designing of optimal financial solutions that cater precisely for individual requirements while analytical capabilities ensure sound decision-making based upon thorough data evaluation.

The ideal candidate should possess previous customer engagement experiences which would have honed these necessary skillsets and must achieve Level 4 qualification within one year if not already obtained – demonstrating commitment towards professional development.

More information about this role is available upon request – contact the team today for further details.