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Graduate Trainee Financial Adviser

Create Financial Solutions Ltd.

Unit D, Bankhead Drive, City South Office Park, Portlethen AB12 4XX

Hybrid work

From £26,000 a year - Permanent, Graduate, Full-time

Location

Unit D, Bankhead Drive, City South Office Park, Portlethen AB12 4XX

Benefits
Pulled from the full job description

Work from home
Life insurance
Flexible schedule
Free parking
Flexitime
Company pension
Additional leave

Full job description

Do you care about helping others reach their goals, and have a keen interest in finance?

We are delighted to be advertising on behalf of our client, Create Financial Solutions, who are seeking an ambitious Graduate Financial Adviser to join their talented and growing team. This is a newly created role which has arisen due to an exciting period of business growth.

Based in Portlethen, Create FS, is made up of a team of highly experienced financial advisers and support staff. Far removed from what people traditionally associate with financial advisers, their focus on financial planning and supporting their clients to achieve the lifestyle they want, makes every client meeting exciting. You can read more about how their work with clients through Director Lachlan Bursle’s article here: https://www.linkedin.com/pulse/what-does-financial-adviser-do-lachlan-bursle/

Create FS are experts in building long-term and meaningful relationships with their individual and corporate clients. They’re seeking an aspiring financial adviser, to work in an developing workplace that is growing and evolving their way of working with clients. This new opportunity offers excellent career development options along with a fantastic working environment and close-knit team.

As a Graduate Financial Adviser, you will work closely with senior advisers to provide financial planning. The role involves shadowing the experienced advisers and participating in client meetings. Following meetings, you will explore planning opportunities for clients and discuss options for implementation. This entry-level role offers a unique opportunity for starting a rewarding career in financial advising. Alongside the practical experience, there is a 12-month comprehensive structured training that results in you achieving the Diploma for Financial Advisers (DipFA) with related sales and communication training.

Client Interaction:

· Assist in conducting initial meetings with clients to understand their financial goals, needs, and concerns.

· Build and maintain strong relationships with clients through regular communication and follow-ups.

Financial Planning:

· Support the preparation of detailed financial plans and investment strategies tailored to clients' individual circumstances.

· Assist in the analysis of clients' financial situations, including cash flow, debt management, retirement planning, and risk management.

Research and Analysis:

· Conduct research on financial products, market conditions, and investment opportunities.

· Prepare and present reports on financial trends and product performance to support advisory recommendations.

Compliance and Documentation:

· Ensure all client interactions and financial plans comply with regulatory requirements and company policies.

· Maintain accurate and up-to-date client records and documentation.

Team Collaboration:

· Collaborate with senior financial advisers and other team members to provide high-quality service to clients.

Requirements:

- Relevant Bachelor's Degree at grade 2:2 and above, or two years’ work experience in relevant or related field i.e. finance, sales, or client management

- Excellent communication and relationship-building skills

Person Specification

The successful candidate must be a strong relationship builder with excellent communication skills, who possesses the ability to engage and quickly build a rapport with a variety of individuals. They should be an enthusiastic self-starter, passionate to learn and grow in the role.

The successful candidate should have:

· Excellent communication and interpersonal abilities, including having the ability to communicate complex issues clearly.

· Passionate about working with people to achieve their goals.

· Accuracy with record keeping and meticulous attention to detail.

· A pro-active person with the desire to contribute to a growing business.

· Strong organisational and time management skills.

· A positive mindset, showing respectful and collaborative behaviours.

· The ability to work well in a close-knit team

· A trusted person with the ability to act with discretion.

Benefits:

At Create FS, their staff are their most valued asset. For the right candidate, they offer a generous package of benefits including:

· Private medical care