Trainee Financial Planner - Banbury, United Kingdom - Periscope
2 weeks ago
Description
Role & responsibilities:
- Administrative tasks
- Liasing with service providers
- Point of contact for clients
- Arranging client meetings
- Preparing annual reviews
- Respond accurately to queries and requests from clients
- Good record keeping and filing
- Assisiting with compliance as needed
- Support the team as needed
- Opportunity to progress
Requirements:
- Strong organisational skills
- Ability to work within a team
- Experience building relationships and trust with clients
- Willingness to learn and grow your skillset
- Ability to work to deadlines and prioritise workload
- Competence with the Microsoft Office suite (Excel, Word, and Outlook)
- Must be able to commute to our office
Benefits:
- Company pension
- Onsite parking
Schedule:
- Monday to Friday
- No weekends
Work Location:
One location
Reference ID:
PF23
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