Trainee Financial Planner

Trainee Financial Planner

While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.
Peterborough
Full Time, Permanent
£28,000 - £34,000 P.A (DOE)

Our client manages and provides long term and sustainable finance solutions so that they can fulfil customers objectives and help them achieve their financial aspirations. They work with both private and corporate clients which are built on long term relationships that will last for generations to come.
The business is focused on managing their clients wealth which includes private pensions, investments and corporate company benefits.
As the business continues to grow, they are now looking for an additional team member who has a very strong background in administration or financial services with the aspiration to become a Financial Planner. You will be very meticulous and methodical with a 'can do' attitude putting clients at the forefront of their business.
Duties for the Trainee Financial Planner include.
Analyse client portfolios
Prepare / send suitability and letters of authority
Input policy details
Liaise with and support Financial Advisors
Prepare and present reports
Ensure that advice is accurately processed and compliant
Identify and discuss areas for further financial planning with advisor
Ensure that all files worked on are compliant with industry regulations
Complete complex administrative tasks
Comply with FCA rules at all times
Experience required
Experience working in Pension, Investment, Insurance, Banking, or Financial Services
Graduates or school leavers also considered
Excellent time management and organisational skills
Be able to work as part of a small team with the confidence to communicate effectively with others
Have awesome attention to detail and be well organised with excellent IT skills
Strong numerical skills
Benefits for the Trainee Financial Planner
Monday - Friday 9am - 5:30pm (flexible) | 4pm finish on Fridays
23 days holiday + bank holidays
Contributory Pension 10%
Life cover
Death in service
Critical Illness
Private Medical Insurance
Free lunches

Should you be interested in this position then please apply within.
Applications from outside the UK will not be considered.
3Sixty Resourcing Ltd is an independent recruitment consultancy based in Peterborough supplying permanent and contract personnel across the UK.

We have a wealth of experience operating in the permanent, temporary and contract industry. xwzovoh We take pride in providing the best customer journey for our clients and candidates covering the following areas: Office, Engineering, Technical, Manufacturing & Construction.