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Trainee Financial Planner
2 weeks ago
TRAINEE FINANCIAL PLANNER
Permanent, full-time role
£26,000 to £32,000 (depending on relevant experience)
Based in Leatherhead, Surrey
Hybrid working (4 days in the office and 1 day from home)
Duties/Responsibilities
- Working closely with and assist the Financial Planner with all preliminary client analysis and recommendations
- Reviewing client's financial arrangements including pensions, investments and general insurance policies/plans
- Dealing with client correspondence within service level agreements
- Communicating effectively with clients to obtain personal financial information
- Assisting with the preparation of all suitability letters and implementation reports
- Drafting all in-house reports and recommendations for the Financial Planner to check
- Leading the annual review of client tax allowance planning
- Acting as a primary point of client contact
- Attending client meetings when required
- Assist with booking the Financial Planner appointments
- Assist with project work
