Financial Services Trainee

5 days ago


Newcastle upon Tyne, United Kingdom Lowes Financial Management Full time

**Department**:Lowes Financial Academy / Lowes Financial Management Limited

**Post Title**:Financial Services Trainee

**Reports to**:Lead Tutor at Lowes Financial Academy / Lowes Financial Management Ltd Financial Planner

**Specific tasks include**:

- Setting up meetings between the Academy leader and potential clients.
- Sending course information to students
- Sending acknowledgement letters to clients detailing plan details and fees.
- Prioritising workloads to ensure all activities are completed quickly, in a compliant fashion and to a high standard
- Opportunity to contribute their own ideas for the future growth of the academy
- Attending the academy courses and completing all relevant coursework
- Assist with good customer outcomes and with particular reference to the 5 FCA conduct rules
- Any other duties that may be reasonably required

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

**Salary**: £17,290.00 per year

**Benefits**:

- Company events
- Company pension
- Free parking
- On-site parking

Schedule:

- 8 hour shift
- Monday to Friday



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