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Financial Planner Trainee

2 months ago


Reigate, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time
Trainee Financial Planner Opportunity

We are working with a leading wealth management firm based in the UK who have an exciting opportunity for a Trainee Financial Planner to join their team. This is a 2-3 year programme that will provide you with the support and training needed to become a fully qualified Financial Adviser.

Key Responsibilities:

  1. Assist the administration team in gathering policy information and supporting the delivery of client projects.
  2. Contribute to the development of client reports and suitability assessments.
  3. Engage with clients to conduct reviews and provide guidance on financial planning.
  4. Identify and convert opportunities into business growth.

Requirements:

  1. Currently studying for exams towards becoming a fully qualified Financial Adviser.
  2. Previous experience in the financial services industry is desirable.
  3. Proficient in Microsoft Office applications, including Excel and Word.
  4. Excellent communication and interpersonal skills.
  5. Availability to work towards becoming a fully qualified Financial Adviser within a 2-3 year timeframe.

This is an excellent opportunity for a motivated and ambitious individual to develop their skills and knowledge in financial planning and become a fully qualified Financial Adviser. If you are interested in a career in financial services and are looking for a supportive and dynamic environment, please apply.