We are working with a superb wealth management firm based in Banstead, Surrey, who is looking for a Trainee Financial Planner to join their team. They are offering the chance to train with their team to become a fully qualified adviser. You will receive learning support and on-hand experience, and you will be in control of how quickly you would like to be working as an adviser.
Trainee Financial Planner Responsibilities:
* Working closely with the administration team to help gather policy information
* Help with projects: for example, Mifid annual reviews, other client campaigns, annual portfolio rebalances
* Help Advisers write reports: eg. Annual review letters, client suitability report
* General admin support
* Speaking directly to clients and carrying out client reviews
* Relationship building
* Generating and converting opportunities into business
Experience and qualifications:
* Must have been studying for exams towards being an IFA/or fully qualified
* May already have some financial services industry experience and wants to move on
* Degree holder
* Good with excel, word, etc
* Keen to quickly work through the ranks by working hard
* Good communication skills: phone, face-to-face, and written
* Study support is available
* Demonstrate initiative
* Entrepreneurial
* Hold a driving licence
* Team player
This is a 2/3 year programme with support with examinations to reach the fully qualified IFA status.