Trainee Financial Planner
3 weeks ago
This role offers an existing client bank as well as full administrative, technical and compliance support.
Key
Responsibilities:
- Assessing individual clients' financial circumstances, current provisions, and future goals.
- Manage and nurture an existing portfolio of clients, providing personalised financial advice and solutions.
- Conduct thorough financial assessments to understand clients' goals, risk tolerance, and financial situations.
- Develop and implement comprehensive financial plans tailored to meet clients' needs.
- Foster strong client relationships through regular communication and proactive financial guidance.
- Stay updated on market trends, investment opportunities, and financial regulations to provide informed advice.
Required:- Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
- Genuine desire to provide a high standard of advice and service to clients
- Knowledge of Investments, Protection and Defined Contribution pensions.
To find out more about this opportunity please contact Paula Thornbury
Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.
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