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    Trainee Finance Consultant - Leicester, United Kingdom - CleverHR

    CleverHR
    CleverHR Leicester, United Kingdom

    4 weeks ago

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    Description
    Trainee Financial Planner, Leicestershire (JR-1931)
    £This is a highly respected Financial Planning business who have achieved significant growth, they are now responsible for more than £1bn of client assets.

    They strive to recruit, develop, and retain individuals who share their vision and values, who wish to develop themselves and further their career in the Financial Services industry.

    You will be authorised to provide financial advice in respect of all products/business areas.
    Ensure you comply with legal, financial services, data protection and pension legislation.
    Undertake a training programme and additional developmental activities, as discussed, and agreed.

    Role Overview:

    As a trainee financial planner, you will be provided with a full training plan to support your development of the knowledge, skills and abilities required to provide high quality advice and outcomes for clients, promote the business, conduct client meetings, dictate accurate high level meeting notes, and ensure all undertakings adhere to relevant FCA rules and regulations.

    The role focuses on client communication, providing high-quality financial planning tom the firm's clients based on individual needs, applying technical knowledge in specialist areas such as SIPP, SSAS and discretionary investment management.

    You will be fully supported in all aspects of pension and investment administration by the teams of account executives, and typists who prepare all meeting notes for the client.

    In all cases, obtain the required information to enable a full analysis of the clients' needs; Ensure the completion of meeting action points as supported by other departments - typists will prepare dictated meeting notes for checking and all letters and reports, as well as copy typing.

    Business promotion
    Always operate within the Rules of the FCA as documented in the firm's Performance Measures/Standards and Compliance Procedures.
    ~ 2 x salary life assurance
    ~ Pension; 26 days' holiday, increasing incrementally in recognition of continuous service.
    ~ Private medical insurance scheme.
    ~ Free parking

    Qualifications Qualified level 4, diploma in Financial Planning or working towards it.
    Experience of servicing high net worth clients.
    Excellent interpersonal skills and proven record of developing long term client relationships.
    Roles include Financial Advisers/Wealth Managers, Paraplanners, IFA Administration and Compliance professionals.
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