Financial Planner Trainee

1 month ago


Reigate, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

We are seeking a highly motivated Trainee Financial Planner to join our team at Artemis Recruitment Consultants Ltd. As a Trainee Financial Planner, you will have the opportunity to work closely with our administration team to gather policy information, assist with projects, and develop your skills in writing reports and communicating with clients.

Responsibilities:

  1. Working closely with the administration team to help gather policy information.
  2. Assisting with projects such as Mifid annual reviews, client campaigns, and annual portfolio rebalances.
  3. Supporting advisers in writing reports, including annual review letters and client suitability reports.
  4. Speaking directly with clients and conducting client reviews.
  5. Generating and converting opportunities into business.

Requirements:

  1. Must have been studying for exams towards becoming an IFA or fully qualified.
  2. May already have some financial services industry experience and want to progress.
  3. Proficient in Excel, Word, and other relevant software.
  4. Keen to work hard and quickly progress through the ranks.
  5. Excellent communication skills, including phone, face-to-face, and written communication.
  6. Study support is available.
  7. Hold a driving license.

This is a 2/3 year programme with support for examinations to reach the fully qualified IFA status.



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