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Trainee Financial Planner

2 months ago

Brighton, Brighton and Hove, United Kingdom PPSL Full time

We are seeking a dedicated and ambitious individual to join our team at PPSL as a Trainee Financial Planner. This is an exciting opportunity to move into Paraplanning and gain valuable experience in the field of financial planning.

As a Trainee Financial Planner, you will have the opportunity to work closely with our team of financial planners, gaining a comprehensive understanding of financial planning products and services. You will be supported and trained along the way, with the opportunity to take relevant exams and develop your skills.

Key Responsibilities:

  • Collaborate with financial planners to analyze client needs and develop comprehensive financial plans.
  • Assist in preparing detailed reports and recommendations for clients.
  • Conduct research and analysis to support financial planning recommendations.
  • Handle administrative tasks related to client accounts and financial documentation.
  • Utilize Excel and Word for data analysis, report writing, and document management.
  • Ensure timely completion of tasks and maintain an organized workflow.
  • Support in creating and maintaining accurate financial records.

Requirements:

  • Prior experience in a similar role, preferably in the financial services industry.
  • Proficiency in IT tools such as Excel, Word, and office software.
  • Strong analytical skills to evaluate financial data and reports.
  • Excellent time management skills to prioritize tasks effectively.
  • Knowledge of financial planning products such as pensions, investments, etc.
  • Ability to provide exceptional customer service and build rapport with clients.

This is an excellent opportunity for a motivated and detail-oriented individual to join our team and gain valuable experience in the field of financial planning. If you are passionate about assisting clients in achieving their financial goals, we encourage you to apply.

Benefits:

  • Additional leave
  • Company pension
  • Free parking
  • Life insurance
  • Sick pay
  • Work from home

Schedule:

  • Monday to Friday

Work Location: Hybrid remote in Brighton, BN1 1RH