Financial Planning Trainee
2 weeks ago
About Us
NJR Recruitment is proud to be working in partnership with a well-established boutique firm of independent financial advisers. This is an exciting opportunity for a high-calibre individual looking to progress to an advisory role.
The successful candidate will be taken through a structured training programme to develop the skills and knowledge required to become a competent and successful financial planner.
Key Responsibilities
- Working in a supporting role with a decent amount of client contact
- Preparing for planning meetings, including updating cashflow forecasts and summarising action required
- Attending planning meetings in the second chair to take notes and learn
- Producing post-meeting financial planning summaries
- Writing suitability reports
- Carrying out research
Key Skills and Experience
- Completed Diploma in Regulated Financial Planning
- Passed at least one AF exam and looking to be Chartered as soon as possible
- Excellent verbal and written communication skills and a willingness to learn
- Experience of cashflow forecasting and dealing with technical matters such as Capital Gains Tax and Investment Bonds
Our client offers a range of benefits, including annual bonuses, pension, life assurance, 25 days holiday and income protection.
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