Trainee Financial Planner - Banbury, United Kingdom - Periscope

Periscope

Verified Company

Banbury, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Periscope is an accountancy and financial advisory practice based in Adderbury, near Banbury, Oxfordshire. We are currently looking for a Trainee Financial Planner to join our team.

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

Periscope is committed to our employee-centric approach and strives to offer all employees the best training and development opportunities to further their careers.

The successful applicant would benefit from this, as well as the opportunity to learn from our experienced team.

Job Types:
Full-time, Part-time, Permanent

Benefits: