Trainee Financial Planner

4 weeks ago

Reigate, Surrey, United Kingdom TN United Kingdom Full time

Trainee Financial Planner - Banstead We are working with a superb wealth management firm based in Banstead, Surrey who have the opportunity for a Trainee Financial Planner to join their team.

They are offering the chance to train with their team to become a fully qualified adviser.

You will received learning support and on-hands experience, where you will be in control of how quickly you would like to be working as an adviser.


Responsibilities:

  • Working closely with the administration team to help gather policy information

Help with projects:
for example Mifid annual reviews, other client campaigns, annual portfolio rebalances

Help Advisers writing reports:
eg. Annual review letters, client suitability report

  • General admin support
  • Speaking directly to clients and carrying out client reviews
  • Relationship building
  • Generating and converting opportunities into business Experience and qualifications:
  • Must have been studying for exams towards being an IFA/or fully qualified
  • May already have some financial services industry experience and wants to move on
  • Degree holder
  • Good with excel, word etc
  • Keen to quickly work through the ranks by working hard

Good communication skills:
phone, face to face, and written

  • Study support is available
  • Demonstrate initiative
  • Entrepreneurial
  • hold a driving license
  • Team player This is a 2/3 year programme with support with examinations to reach the fully qualified IFA status.

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