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22 Jul 2016

As a Trainee Financial Advisor you will assist in the provision of financial plans and advice to be prospective and existing private clients whilst studying towards the CII qualifications.

Job Role

  • To learn all aspects of the firm’s financial planning proposition.
  • To gain experience of both undertaking transactional work and assisting in the provision/ implementation of suitable private client financial advice in order to meet and/or exceed agreed activity targets.
  • To assist in the delivery of independent financial plans and/or advice to private clients in accordance with internal/ regulatory standards by effective communication, workflow management and record-keeping / database management.
  • To develop the appropriate technical and market awareness knowledge in order to assist the Private Client Financial Planners in providing effective advice.
  • To ensure that the CPD requirements, as defined in the T&C handbook are maintained and logged as appropriate.
  • To record/ maintain information on Adviser Office in order to allow work to be logged, tracked and internal records/ management information to be kept up-to-date.
  • Communicate with the Financial Planning Team on any issues or findings
  • To develop and apply technical knowledge gained from studies and on the job experience
  • To have an awareness of the various services provided by Mazars
  • To maintain professional working relationships with clients
  • Attending client social activities
  • Attend all training courses as required

Person Specification & Academic Requirements

  • Demonstrates strong analytical and research skills
  • Effectively able to manage projects
  • Takes ownership of assigned tasks
  • Ability to organise and prioritise workload
  • Ability to produce accurate and timely work
  • Participates in meetings, providing information and ideas with clarity and persuasiveness
  • Ability to work as part of a team
  • Respects differences in people and values diversity of ideas
  • Actively offers assistance to colleagues
  • Applies active listening skills – asks questions when necessary but makes basic assumptions when appropriate
  • Ability to build relationships
  • Actively seeks to enhance own expertise and knowledge
  • Demonstrates drive and commitment to self development
  • Professional approach to work and clients i.e. professional appearance, respect for individuals, and ethical conduct
  • Adopts a pro-active approach to work

 Academic Requirements 

  • 2:1 or above in any degree discipline
  • Minimum of 280 UCAS points (to have achieved in the same academic year, from your best 3 A Levels and excluding General Studies).
  • Grade B or above in GCSE English Language and Maths.

Training Contract & Study Support

We will fund for you to study towards the CII Diploma.

  • Area of Specialism: Broking
  • Degree Result Required: 2:1
  • Number of Positions: 1
  • Location: Milton Keynes
  • Salary: Competitive
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