Trainee Financial Planner – Fareham
About Attivo:
Attivo are Lifestyle Financial Planners. We’re a privately owned company, allowing us the freedom to do what is best for our clients and our people. Our work is centered around our clients, and we pride ourselves on being transparent, open, and honest – an approach that builds trust and inspires financial confidence.
Our experienced financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilling our clients' lifestyle needs.
Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and our experienced teams.
About the role:
As a Trainee Financial Planner, you will work within the wider Financial Planning team, providing support and learning from our Financial Planners. You will have excellent attention to detail and organizational skills to effectively carry out fact finding and risk assessment activities while maintaining accurate client records. You're proactive, with great time-management skills that allow you to manage your caseload effectively.
The successful candidate will need to be based at the office a minimum of 3 days per week, with the option to work remotely the remaining days. We value work-life balance and offer flexible working alongside our hybrid approach.
Key Responsibilities include:
* Support the preparation of client meetings to ensure that documentation is accurate and Financial Planners are fully equipped.
* Attend meetings with clients to support Financial Planners in understanding clients' individual requirements.
* Provide ongoing support to Financial Planners, being proactive and using initiative to deliver the best client experience.
* Carry out fact finding and risk assessments to assist Financial Planners for meetings with new and acquired clients.
* Collate, process, and monitor documentation to ensure successful client integration and preparation for Financial Planning meetings.
* Qualify and monitor new business opportunities to generate new private and corporate clients using existing relationships.
* Update and maintain client records in our back office and provider systems.
* Embrace Lifestyle Financial Planning and incorporate this into every part of the client experience.
About you:
You have a track record for problem solving, meeting deadlines, and producing high-quality reports. You are self-motivated and enjoy working in a team environment.
You are a confident communicator, able to build and maintain relationships with clients and internal stakeholders. You are keen to continue your professional development, working towards becoming a Chartered Financial Planner.
Essential skills and experience:
* Holds Diploma in Regulated Financial Planning.
* Excellent interpersonal, listening, numerical, and IT skills.
* Strong analytical and research skills.
* Excellent report writing and communication skills.
* Good organizational, time management, and caseload management skills.
* Ability to work on own initiative for extended periods.
* Professional, ethical, and discreet.
* Ability to build and maintain ongoing client relationships.
* Ability to work well under pressure while maintaining attention to detail.
* Minimum 5 GCSEs or equivalent, graded A-B (6), including Maths and English.
Desirable skills and experience:
* At least 1 year’s experience in a client service role, face to face or by telephone.
* Holds or studying towards CII Advanced papers.
* Educated to degree level, preferably in Economics, Maths, Accountancy, Finance, or Business Management.
* Experience of working within Financial Services.
* A full driving licence.
Salary and benefits:
Circa £35,000 - negotiable depending on experience.
Attivo also offers:
* Non-contributory Pension Scheme.
* Private Medical Insurance.
* Income Protection.
* Critical Illness.
* Death in Service.
* Generous holiday allowance, rising with length of service.
* Work from home and flexible working available.
* Subsidised parking.
* Excellent culture promoting employee wellbeing and engagement.
Recruitment Policy:
Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know.
Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA).
Attivo does not use recruitment agencies and asks that agencies do not contact us regarding advertised posts.
Privacy Policy:
Please visit our website to view our full privacy policy for prospective employees.
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