Graduate Trainee Financial Planner - London

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 delivering a high-quality, independent service to clients.

Key responsibilities:

1. Ensuring client files are up to date and in order
2. Updating back office systems (Adviser Office)
3. Data gathering to assist with the production of comprehensive net worth statements and investment recommendations
4. Assist with the drafting of reports to ensure that they are produced to a high quality and in a timely manner
5. Preparing for and minute taking for client and prospect meetings
6. Gaining exposure to the full investment advice process
7. 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)
8. Acquiring knowledge of company procedures and ensuring regulatory compliance
9. Analytical capabilities combined with a technical approach
10. Drive and determination - a proactive approach
11. Flexibility and ability to work under pressure
12. Team player and excellent communication skills
13. Planning and organisational skills
14. Business and commercial awareness
15. Enquiring mindset
16. Educated to degree level, preferably from a Russell Group University