Working closely with branch teams and Financial Advisers to support the delivery of first meetings with new customers
Leading discussions around key areas such as pensions, investments and inheritance tax, introducing our proposition in a clear and engaging way
Preparing customers ahead of their first meeting with a Financial Adviser, ensuring they feel confident and well informed
Gathering and accurately recording all relevant information on our customer relationship management (CRM) system to support the advice process
Providing advisers with a full picture of each customer (including key ‘soft facts’) to help create a seamless and positive customer journey
Using your communication skills to build rapport, understand each customer’s goals and motivations, and help them make informed decisions about their finances

Experience supporting customers or advisers
Fully Diploma qualified or close to achieving it
Some experience within the financial services industry
Confident in providing expert, personalised guidance tailored to each customer’s needs
Natural and confident communicator with a passion for delivering excellent customer service
Strong organisational skills, with the ability to maintain high quality and compliance standards in a fast paced, high-volume environment
Flexible and adaptable, with a positive approach to change
Comfortable learning new systems, processes and technology quickly

Annual discretionary bonus scheme
25 days standard annual leave + bank holidays + rising 1 day per year of service to a maximum of 30 days
Holiday trading scheme allowing the ability to buy and sell additional annual leave days
Matching employer pension contribution (up to 10% per annum)
Colleague mortgage (conditions apply)
Salary sacrifice scheme for hybrid & electric car
A commitment to training and development
Private medical insurance for all our colleagues
3 paid volunteering days per annum
Diverse and inclusive colleague networks available for you to join including our Carers and Pride Alliance groups
Health and wellbeing benefits including cycle to work initiative and discounted gym membership

Trainee Financial Adviser

Key skills