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Trainee Financial Planner

2 months ago

Swindon, Swindon, United Kingdom tPS Recruitment Full time
About the Role

We are seeking a highly motivated and ambitious individual to join our Financial Team as a Trainee Financial Advisor. As a valued member of our team, you will be responsible for providing first-class administration support while learning the skills and knowledge required to become a successful Financial Planner.

Key Responsibilities
  • Providing administrative support to the Financial Team
  • Learning and developing skills in financial planning and analysis
  • Assisting in the preparation of client meetings and presentations
  • Developing new client opportunities through referrals and networking
  • Working closely with experienced advisors to gain industry knowledge and expertise
About the Business

Our client is a leading wealth management firm that specializes in providing high-quality personal advice on various aspects of wealth management. They assist businesses in navigating complex financial planning issues, including corporate financial planning, pensions, protection, tax planning, and exit planning.

Requirements
  • Experience within a Financial Services organization
  • Financial Services qualifications, including RO4
  • Good communication and computer literacy skills
  • Good presentation skills
What We Offer

We offer a comprehensive training program, funded by our client, to help you develop the skills and knowledge required to become a successful Financial Planner. You will have the opportunity to work closely with experienced advisors and gain industry knowledge and expertise.