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Trainee Financial Planner

2 weeks ago

Colchester, United Kingdom Douglas Steers & Company Full time

Full time Trainee Financial Advisers required for Independent Financial Advisers and Wealth Management Services Company. **Ranked as one of the Top 100 Financial Advisers in the country with the FT Adviser Top 100 for four consecutive years; 2020, 2021, 2022 & 2023**.

We are looking for enthusiastic and driven individuals to join our friendly team so, if you are looking to take the next step in your career or are looking to join a firm that can offer you development and progression within financial services, this could be the role for you.

Duties initially will include but are not limited to;
- Providing admin support to advisers
- Collating client information
- Preparing illustrations & client valuations for meetings
- Carrying out fund research
- Compiling Suitability Reports
- Ensuring client files remain compliant
- Managing cases to completion

Must be diligent, numerate, have good grammar, strong attention to detail and a quicker learner.

Ideally, you will be competent in using spreadsheets, but will need to be accurate with figures, have the ability to learn from feedback and able to work quickly to meet deadlines/targets.

Full training plan and career path, within a stable business environment. Once fully qualified the role would extend and ultimately be that of advising existing and new clients on their financial planning requirements and provide great earning potential.

**Benefits**:

- 25 days holiday plus bank holidays
- Christmas closure
- Paid study material & exam workshops
- Study time during working hours
- Paid CII membership
- Free on site parking
- Pension Scheme

**Job Types**: Full-time, Permanent

Pay: From £25,000.00 per year

Schedule:

- Monday to Friday

Work Location: In person