Financial Planning Trainee
1 month ago
We are seeking a highly motivated and ambitious individual to join our team as a Financial Planning Trainee. As a Trainee Financial Advisor, you will have the opportunity to develop your skills and knowledge in financial planning and advice, working with a well-established and reputable financial services company.
About the Role
- Conduct in-depth reviews of clients' financial circumstances and future aims, identifying opportunities for growth and improvement.
- Develop and explain recommendations to clients on ways to best utilize their money and achieve their goals.
- Analyze and re-evaluate investment portfolios, ensuring they align with clients' individual financial needs and objectives.
- Ensure all regulatory requirements are met, including the annual retention of a Statement of Professional Standing.
- Stay up-to-date with legislative and product changes, ensuring you are equipped to provide the best possible advice to clients.
Requirements
- Minimum Level 4 financial advice qualifications, with a commitment to completing the remainder within two years.
- Experience in paraplanning or a similar role, with a strong understanding of financial products and services.
- Full UK driving licence and own car, as travel to clients will be required.
What We Offer
- A comprehensive training program, designed to help you develop your skills and knowledge in financial planning and advice.
- A supportive and collaborative team environment, with opportunities for professional growth and development.
- A competitive salary and benefits package, reflecting your value to the company.
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