Type of Position: Trainee Financial Planner - Banstead
Pay: £30k
Trainee Financial Planner - Banstead
We are working with a superb wealth management firm based in Banstead, Surrey who have the opportunity 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 received learning support and on-hands experience, where you will be in control of how quickly you would like to be working as an adviser.
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 writing reports: eg. Annual review letters, client suitability report
• Speaking directly to clients and carrying out client reviews
• 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
• 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
• hold a driving license
This is a 2/3 year programme with support with examinations to reach the fully qualified IFA status.
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