Broster Buchanan
Trainee Financial Adviser
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This is an ideal opportunity for an individual who has a genuine interest in financial services and is looking to develop a career in financial advice.
This role would particularly suit an existing, financial services administrator, paraplanner, employee benefits consultant, or someone with experience in pensions administration who is looking to make a difference in the community and eventually take the next step towards becoming a regulated financial adviser.
As well as a keen interest in financial planning, we'd like you to be:
- Passionate about delivering excellent client service.
- Confident communicating with people at all levels.
- Organised and able to manage multiple tasks and deadlines.
- Positive, professional and approachable.
- Curious and eager to learn.
- Comfortable presenting information to groups and individuals.
- Proactive and willing to contribute to the success of the wider team.
- Motivated to work towards professional qualifications.
- Actively working towards the CII Diploma in Regulated Financial Planning (not essential).
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What the role involves:
You will work closely with our Workplace Pensions and Employee Benefits team, supporting advisers in delivering advice and services to employers and employees.
Your responsibilities will include:
- Assisting with the implementation and ongoing management of workplace pension schemes.
- Supporting advisers with pension governance meetings and client reviews.
- Helping to deliver employee pension workshops and financial wellbeing presentations.
- Assisting with the setup and administration of employee benefits arrangements.
- Supporting the management of Group Life Assurance, Group Income Protection and Private Medical Insurance schemes.
- Preparing meeting packs, reports and client communications.
- Liaising with pension providers, insurers, payroll teams and HR departments.
- Attending client meetings alongside advisers and developing trusted relationships with clients.
- Observing meetings to assist with personal development and progression.
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Your work will be primarily office-based, with opportunities to attend client meetings, workshops and events across the North West, alongside flexible and hybrid working arrangements.
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