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Trainee Financial Planner

4 months ago

Banbury, United Kingdom Periscope Full time

Role & responsibilities:

- Administrative tasks
- Liasing with service providers
- Point of contact for clients
- Arranging client meetings
- Preparing annual reviews
- Respond accurately to queries and requests from clients
- Good record keeping and filing
- Assisiting with compliance as needed
- Support the team as needed
- Opportunity to progress

**Requirements**:

- Strong organisational skills
- Ability to work within a team
- Experience building relationships and trust with clients
- Willingness to learn and grow your skillset
- Ability to work to deadlines and prioritise workload
- Competence with the Microsoft Office suite (Excel, Word, and Outlook)
- Must be able to commute to our office

**Benefits**:

- Company pension
- On-site parking

Schedule:

- Monday to Friday
- No weekends

Work Location: One location

Reference ID: PF23