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About the Role

This role involves supporting Sales Managers and Advisers in a Trainee Adviser capacity, with a structured training plan and dedicated mentor to develop into a competent Adviser. The goal is to become a Chartered Financial Adviser.

Responsibilities

• Prepare background notes on clients for meetings.
• Prepare meeting presentation slides.
• Engage clients with TPO Wealth and liaise with support.
• Update client information, including asset and income schedules.
• Perform background work for Advisers, such as policy information and administrative tasks.
• Attend meetings and take notes.
• Prepare follow-up communication and agreed actions for clients.
• Submit handovers to the administrative team and follow the client journey.
• Submit briefing notes.
• Produce CAP and SA letters on behalf of authorised Advisers.
• Support core administration tasks.
• Handle client calls and queries efficiently.
• Take full responsibility for scopes post-meeting.
• Operate cash flow and Collidr in meetings.
• Develop the ability to lead client meetings.
• Provide cash advice to clients via Savings Champion.
• Support TPO direct with inbound queries, meeting preparation, and post-meeting activities.
• Book lead calls and meetings for Advisers.
• Embrace overarching fitness and propriety principles and relevant TPO KPIs.

Requirements

• Experience working in an IFA with exposure to client meetings.
• Good technical understanding.
• Minimum Level 4 Diploma in Regulated Financial Advice (CII preferable or willing to undertake exams).
• Long-term ambition and desire to become a Chartered Financial Adviser.
• Experience within Private Independent Wealth Management.
• Exposure to client meetings where you have actively engaged with the client.
• Technical ability to understand different types of advice offered.
• Exposure to cash flow (preferably Voyant) as a planning-led firm.
• Ambitious and goal-orientated.
• Adaptable and flexible approach to work in a changing environment.
• Experience of working unsupervised with a high level of self-motivation.
• Excellent interpersonal and communication skills.
• High standard of personal organisational and time management skills.
• Ability to take control and drive own development and study time.
• Capability to explain complex information simply and clearly.
• Discretion and understanding of 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.
• Ability to demonstrate compliant delivery of a client meeting from start to finish.
• Ability to articulate TPO service, proposition and fees.
• Ability to position advice needs to clients.
• To undertake and pass regulatory authorisation assessment by meeting benchmark regulatory standards.

Skills

• Client meeting preparation
• Client engagement
• Client information updating
• Note-taking
• Communication
• Administration
• Cash flow operation
• Client advice
• IT proficiency

Location

• Remote

Work Type

• Full-time

Experience Level

• Trainee
• Entry-level

Education Level

• Level 4 Diploma in Regulated Financial Advice

Benefits

• Company discretionary bonus scheme
• 24 holidays (increasing to 26)
• 2 additional days paid Christmas shut down period
• Company Pension scheme
• Private Healthcare (after qualifying period)
• Group Income Protection
• Life Assurance
• Eye Care Scheme
• Wellbeing programme
• Bike to Work Scheme
• Full support with professional qualifications

About the Company

• TPO Wealth