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- Working closely with the administration team to help gather policy information
- General admin support
- Speaking directly to clients and carrying out client reviews
- Relationship building
- 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
- Degree holder
- Good with excel, word etc
- Keen to quickly work through the ranks by working hard
- Study support is available
- Demonstrate initiative
- Entrepreneurial
- hold a driving license
- Team player This is a 2/3 year programme with support with examinations to reach the fully qualified IFA status.
Trainee Financial Planner - Banstead, United Kingdom - TN United Kingdom
Description
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:
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
Good communication skills:
phone, face to face, and written