Financial Planning Trainee
3 weeks ago
NJR Recruitment is proud to be working in Partnership with a reputable Independent Financial Advisory firm offering a unique opportunity for a high-calibre individual looking to progress to a financial advisory role.
The firm provides a structured training programme to equip you with the necessary skills and knowledge to become a competent and successful Financial Planner.
Key Responsibilities:
- Supporting role with moderate client contact
- Preparing for planning meetings, including cash flow forecasts and summarising actions required
- Attending planning meetings to take notes and learn, and taking sections of the meeting
- 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 become Chartered as soon as possible
- Excellent verbal and written communication skills and a preference for client contact
- Experience with cash flow forecasting, preferably using Voyant
- Experience dealing with technical matters
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