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Financial Planning Trainee
2 months ago
Industry: Financial Services
Location: Sheffield
Salary: Up to £40,000
Job Description:
About the Role:
We are seeking a highly motivated and experienced financial planning professional to join our team as a Trainee Financial Adviser. As a Trainee Financial Adviser, you will be responsible for providing exceptional client service, developing and implementing financial plans, and working closely with senior team members to achieve business objectives.
Key Responsibilities:
- Develop and implement financial plans for clients, taking into account their individual needs and goals.
- Provide exceptional client service, responding to client inquiries and resolving any issues in a timely and professional manner.
- Work closely with senior team members to develop and implement business strategies, and to achieve business objectives.
- Stay up-to-date with industry developments and best practices, and apply this knowledge to improve client outcomes.
- Collaborate with other team members to share knowledge and expertise, and to achieve business objectives.
Requirements:
- Level 4 Diploma in Financial Planning or equivalent qualification.
- Excellent verbal and written communication skills.
- Previous paraplanning experience with good technical knowledge.
- Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
- Strong analytical and problem-solving skills.
About Recruit UK:
Recruit UK is a specialist recruitment agency in the financial services sector. We have a strong reputation for providing high-quality recruitment services to our clients, and for helping our candidates to achieve their career goals. We are committed to delivering exceptional service, and to building long-term relationships with our clients and candidates.
