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Financial Planner Trainee
2 months ago
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:
- Assist the administration team in gathering policy information and supporting the delivery of client projects.
- Contribute to the development of client reports and suitability assessments.
- Engage with clients to conduct reviews and provide guidance on financial planning.
- Identify and convert opportunities into business growth.
Requirements:
- Currently studying for exams towards becoming a fully qualified Financial Adviser.
- Previous experience in the financial services industry is desirable.
- Proficient in Microsoft Office applications, including Excel and Word.
- Excellent communication and interpersonal skills.
- 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.