Trainee Financial Planner - London

September 4

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Independent Chartered Lifestyle Financial Planners and Occupational Pension Specialists

Independent Chartered Financial Planning • Occupational Pension Specialist • Retirement planning • Investments • Tax planning

51 - 200

Description

• Working within the wider Financial Planning team • Providing support and learning from Financial Planners • Maintaining accurate client records • Supporting Financial Planners in client meetings • Carrying out fact finding and risk assessments • Updating and maintaining client records

Requirements

• Holds Diploma in Regulated Financial Planning • Excellent interpersonal, listening, numerical and IT skills • Strong analytical and research skills • Excellent report writing and written/verbal communication skills • Good organisational, time management, and caseload management skills • Ability to work on own initiative, sometimes for long time periods • Professional, ethical and discreet • Ability to build and maintain ongoing client relationships • Ability to work well under pressure whilst maintaining excellent attention to detail • Minimum 5 GCSEs, or equivalent, graded A-B (6), including Maths and English • At least 1 years’ experience in a client service role whether face to face or by telephone • Holds or studying towards CII Advanced papers • Educated to degree level, preferably in Economics, Maths, Accountancy and Finance or business Management • Experience of working within Financial Services. • A full driving licence

Benefits

• 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.