Build a Career in Financial Planning

4 months ago


Corsham, United Kingdom Bourlet Consulting Full time

**Build a Career in Financial Planning - Trainee Opportunity**

Are you seeking a role where you can learn from highly qualified, experienced professionals? A position where you provide a high-quality service for clients based on trust and transparency? If so, we would love to hear from you.

Joining us is a chance to work on all aspects of financial planning and be part of a great team. We’ll help you develop your skills to provide positive client outcomes and achieve your own career goals.

We will support you both financially and practically through the Chartered Insurance Institute's Diploma in Regulated Financial Planning exams with further opportunity for progression.

No previous experience in Financial Services is required.

**About the Role**

Responsibilities include:

- Preparing documents for client meetings and assisting with post-meeting follow up actions
- Attending client meetings following training to assist the Financial Planner & take notes
- Building and maintaining up to date client files
- Analysing existing plans and investments
- Learning to write recommendation reports for clients
- Assisting in the implementation of the Financial Planner’s investment recommendations.
- Dealing with ad-hoc servicing queries and tasks for clients
- Self-study for exams

**Desirable Criteria**
- Well organised, ability to prioritise effectively
- Numerate
- Attention to detail
- Strong work ethic, positive attitude, a ‘can-do’ approach
- IT skills (Word & Excel)
- Strong communication skills, both verbal & written

This is a Full-time office-based role, in view of the job responsibilities, training, and colleague liaison. We offer flexible working from home post probation, but the nature of the role requires easy access to the office and a car for attending client meetings with colleagues.

**Salary**

£25,000 - £28,000 dependent on qualifications & experience

Pay rise for each exam passed.

**Benefits**
- Personalised career development with funded exams and study time
- Learning on the job from accompanying Financial Planners
- Ill health income protection scheme
- Pension - 5% employer contributions with 3% minimum personal contributions
- 4 x salary death in service benefit
- 23 days holiday rising to 25 in addition to bank holidays
- Option to join flexible working hours, finishing at 2:30pm on Fridays
- Free Parking

**NO AGENCIES PLEASE**

**.**

**Job Types**: Full-time, Permanent

**Salary**: £25,000.00-£28,000.00 per year

Schedule:

- Monday to Friday

Ability to Commute:

- Corsham (required)

Work Location: In person



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