Financial Planning Trainee

3 weeks ago


Stockport, Stockport, United Kingdom NJR Recruitment Full time

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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