Trainee Financial Planner

1 month ago


Banbury, United Kingdom Periscope Full time

Periscope is an accountancy and financial advisory practice based in Adderbury, near Banbury, Oxfordshire. We are currently looking for a Trainee Financial Planner to join our team.

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

Periscope is committed to our employee-centric approach and strives to offer all employees the best training and development opportunities to further their careers. The successful applicant would benefit from this, as well as the opportunity to learn from our experienced team.

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

**Benefits**:

- Company pension
- On-site parking

Schedule:

- Monday to Friday
- No weekends

Work Location: One location



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