Trainee Financial Adviser
The Private Office (TPO)
full-time
Posted on:
Location Type: Hybrid
Location: Bath • United Kingdom
Visit company websiteExplore more
Job Level
About the role
- Prepare background notes on clients in preparation for meetings.
- Prepare meeting presentation power point slides.
- Engage clients with TPO Wealth, liaising with TPO Wealth support.
- Updating client information, in particular, updating asset and income schedules.
- Other background work requested by Advisers (i.e. policy information, FE graphs, administrative requirements)
- Attending meetings and taking notes inline with TPO best practice.
- Preparing follow up communication/agreed actions for clients.
- Submitting handovers to our administrative team and following the client journey in line with best practice.
- Submitting briefing notes.
- Producing CAP and SA letters on behalf of authorised Advisers.
- Supporting with core administration tasks (e.g. VC, Curo, TPO Wealth).
- Taking client calls/queries and responding in a time efficient manner.
- Full responsibility for scopes post meeting.
- Operating cash flow and Collidr in meetings.
- Developing the ability to lead on all client meetings (Discovery, Presentation, Review).
- Providing cash advice to clients via Savings Champion.
- Supporting TPO direct with inbound queries, meeting preparation and post meeting activities.
- Booking lead calls and meetings for Advisers.
- To embrace overarching fitness and propriety principles and relevant TPO KPIs, namely; client service and satisfaction (including complaints/errors), professional development (desire to improve), advice quality and business risk.
Requirements
- Attained minimum of level 4 or equivalent qualification
- Experience within Private Independent Wealth Management;
- Exposure to client meetings where you can demonstrate that you have actively engaged with the client in the meetings
- Technical ability to understand the different types of advice offered in the TPO proposition
- As a planning led firm, exposure to cash flow would be beneficial (preferably Voyant)
- Ambitious and goal-orientated;
- An adaptable and flexible approach to work within a changing environment;
- Experience of working unsupervised with a high level of self-motivation;
- Excellent interpersonal and communication skills;
- A high standard of personal organisational and time management skills;
- Ability to take control and drive your own development and study time;
- The capability to explain complex information simply and clearly;
- Discretion and an understanding of the need for client confidentiality;
- Experience of working to targeted service standards and procedures;
- Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems.
- A full driving licence is useful, particularly if you are supporting independent financial advisers (IFAs) who may have to travel to visit clients at their own homes
Benefits
- Company discretionary bonus scheme
- Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch
- 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period
- Company Pension scheme
- Private Healthcare*
- Group Income Protection
- Life Assurance
- Eye Care Scheme
- Wellbeing programme
- Bike to Work Scheme
- Full support with professional qualifications
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
client engagementcash flow analysisfinancial advicepresentation preparationadministrative supportnote-takingclient information managementpolicy informationasset and income schedulingTPO proposition understanding
Soft Skills
interpersonal skillscommunication skillsorganizational skillstime managementself-motivationadaptabilitygoal-orienteddiscretionproblem-solvingability to explain complex information
Certifications
level 4 qualification or equivalent