Trainee Finance Consultant
4 weeks ago
Type of Position: Trainee Financial Planner - Banstead
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. 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
• May already have some financial services industry experience and wants to move on
• Good with excel, word etc
• Good communication skills: phone, face to face, and written
• hold a driving license
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