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London
01/12/2024
Type of Position: Graduate Trainee Financial Planner - London
Pay: £30k+
Graduate Trainee Financial Planner - London
Our client is looking for a recent Graduate to join their team as a Trainee Financial Planner in their London office. This would be a fantastic opportunity for a candidate to gain broad experience and train towards becoming a fully qualified Financial Planner. You will help support the company in delivery a high quality, independent service to clients.
Key responsibilities:
* Ensuring client files are up to date and in order
* Updating back office systems (Adviser Office)
* Data gathering to assist with the production of comprehensive net worth statements and investment recommendations
* Assist with the drafting of reports to ensure that they are produced to a high quality and in a timely manner
* Preparing for and minute taking for client and prospect meetings
* Gaining exposure to the full investment advice process
* Completing ongoing training following a structured learning and exam programme with the aim of achieving a Diploma in Financial
* Planning with the Chartered Institute of Insurance (CII)
* Acquiring knowledge of company procedures and ensuring regulatory compliance
* Analytical capabilities combined with a technical approach
* Drive and determination - a proactive approach
* Flexibility and ability to work under pressure
* Team player and excellent communication skills
* Planning and organisational skills
* Business and commercial awareness
* Enquiring mindset
* Educated to degree level, preferably from a Russell Group University
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