Trainee Financial Planning Associate

3 weeks ago


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

Job Description:

We are looking for a highly motivated and ambitious individual to join our team as a Trainee Financial Planner. The successful candidate will have the opportunity to train with experienced professionals and develop their skills to become a fully qualified adviser.

The role involves working closely with the administration team to gather policy information, helping with projects such as Mifid annual reviews and client campaigns, and assisting advisers with writing reports and conducting client reviews.

Main Responsibilities:

  1. Gathering policy information
  2. Project work including Mifid annual reviews and client campaigns
  3. Report writing and client reviews
  4. Business development

Essential Requirements:

  1. Studying for exams towards being an IFA/or fully qualified
  2. Good communication and teamwork skills
  3. Ability to work effectively in a team environment

What We Offer:

  • £30,000 basic salary
  • Opportunity to train with experienced professionals
  • Support with examinations to reach the fully qualified IFA status


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