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
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.

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

Trainee Financial Adviser

Key skills