Trainee Financial Adviser

• 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

• 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

• 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