Job Title: Graduate Financial Advisor
Location: London (with offices across the UK)
Salary: ยฃ30,000 โ ยฃ34,000 per annum + performance-based bonuses
About Us
We are committed to guiding our clients through the complexities of the financial world. Our team of professionals delivers tailored financial solutions that align with our clients’ goals and values. We believe in nurturing talent and are excited to welcome graduates eager to embark on a rewarding career in financial advisory.
Role Overview
As a Graduate Financial Advisor, you’ll embark on a structured training programme designed to equip you with the skills and knowledge necessary to excel in the financial advisory field. You’ll work closely with experienced advisors, gaining hands-on experience in client relationship management, financial planning, and investment strategies.
Your journey will begin with an intensive induction period, introducing you to our company’s ethos, services, and the regulatory environment. Following this, you’ll engage in rotational placements across various departments, including wealth management, retirement planning, and insurance services, providing you with a holistic understanding of our operations.
Throughout the programme, you’ll be encouraged to take ownership of projects, contribute ideas, and develop your professional network. By the end of the programme, you’ll be well-prepared to take on the responsibilities of a Financial Advisor, managing your own client portfolio and providing strategic financial advice.
Key Responsibilities
- Engage with clients to assess their financial situations and objectives.
- Develop customised financial plans covering areas such as investments, insurance, and retirement.
- Research and recommend financial products that suit clients’ needs.
- Monitor clients’ financial progress and adjust plans as necessary.
- Ensure compliance with all regulatory requirements and maintain up-to-date knowledge of financial products.
- Commit to completing Continuing Professional Development (CPD) hours annually to maintain industry knowledge and compliance standards.
What We Offer
- Structured Training: Comprehensive programme covering all aspects of financial advisory.
- Professional Development: Support in obtaining industry-recognised qualifications such as the Chartered Wealth Manager Qualification LV 7
- Mentorship: Guidance from experienced professionals committed to your growth.
- Performance Bonuses: Incentives based on individual and company performance.
- Career Progression: Clear pathways for advancement within the company.
- Flexible Working: Options to support work-life balance.
- Additional Benefits: Health insurance, pension scheme, and wellness programmes.
Qualifications
- Bachelorโs degree in Finance, Economics, Business, or a related field.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal abilities.
- A genuine interest in financial markets and client-centric services.
- Commitment to ongoing professional development and learning.
Application Process
To apply, please submit your CV and a cover letter detailing your interest in the role to info@prestigerecruitmentltd.co.uk
We are committed to fostering a diverse and inclusive workplace and welcome applications from all backgrounds.
Embark on a fulfilling career path where your contributions make a tangible impact. Join us and be part of a team that values growth, integrity, and excellence in financial advisory.
