Trainee Financial Planner - Coulsdon

Type of Position: Trainee Financial Planner - Coulsdon
Pay: £30k

Trainee Financial Planner - Coulsdon

We are working with a superb wealth management firm based in Coulsdon, 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 receive learning support and hands-on experience, where you will be in control of how quickly you would like to be working as an adviser.

Responsibilities:

1. Working closely with the administration team to help gather policy information
2. Help with projects: for example Mifid annual reviews, other client campaigns, annual portfolio rebalances
3. Help Advisers writing reports: eg. Annual review letters, client suitability report
4. Speaking directly to clients and carrying out client reviews
5. Generating and converting opportunities into business

Experience and qualifications:

1. Must have been studying for exams towards being an IFA/or fully qualified
2. May already have some financial services industry experience and wants to move on
3. Good with Excel, Word etc.
4. Keen to quickly work through the ranks by working hard
5. Good communication skills: phone, face to face, and written
6. Study support is available
7. Hold a driving license

This is a 2/3 year programme with support with examinations to reach the fully qualified IFA status.