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Trainee Financial Planner

2 months ago

Leeds, Leeds, United Kingdom Taylor James Professional Recruitment Full time

Our client, a prestigious and award-winning financial services firm, is seeking a Trainee Financial Planner to join their team.

They are looking for a motivated and detail-oriented individual with a strong foundation in financial administration to support their experienced financial planners.

Key Responsibilities:

  • Collaborate closely with senior financial planners and advisers to deliver exceptional client service
  • Attend client meetings and provide administrative support
  • Prepare comprehensive suitability reports and research financial products to meet client needs
  • Develop and implement client recommendations, ensuring seamless execution

Requirements:

  • Proven experience in financial administration, preferably in a similar role
  • Diploma Level 4 or working towards, with a strong understanding of financial products and services
  • Excellent communication and analytical skills, with the ability to work in a fast-paced environment

What We Offer:

A competitive salary and a comprehensive benefits package, reflecting the company's commitment to supporting the growth and development of its employees.