Trainee Financial Planner
3 weeks ago
Financial Services
Surrey
30/03/2023
Type of Position: Trainee Financial Planner - Banstead, Surrey
Pay: £30k
**Trainee Financial Planner - Banstead, Surrey**:
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
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