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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:
• Working closely with the administration team to help gather policy information
• 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
• 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
• Good communication skills: phone, face to face, and written
• 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.
Great News! We've discovered an exciting live job opportunity for a Trainee Financial Planner - Banstead position in Banstead. This job is currently open for hiring/recruiting by Artemis Recruitment Consultants, exclusively for you at UK Jobs. Feel free to download the job details here.
The work culture at Artemis Recruitment Consultants must adhere to the Ethics of Work Culture as described in the Ethical framework of the UN Charter. You can gain more insights into their local workplace environment by exploring their jobs Artemis Recruitment Consultants and also by visiting their official website through Google.
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Yes, we found live job(s) for Artemis Recruitment Consultants in Banstead.
Trainee Financial Planner - Banstead jobs are available in United Kingdom.
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The average salary range for Trainee Financial Planner - Banstead in Banstead varies, but the standard pay scale is rated "Standard" in Banstead. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively.
To apply for a job at Artemis Recruitment Consultants follow the application process following the "Apply Now" button at UK Jobs and also you can visit Artemis Recruitment Consultants official career page and follow their application process.
Key qualifications for Trainee Financial Planner - Banstead typically include a list of qualifications and expertise as outlined in Bureau of Labor. Be sure to check the specific job listing for detailed requirements and qualifications.
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Benefits for Trainee Financial Planner - Banstead positions may include a list of benefits. These can vary from company to company, so it's important to review the specific job listing for details on benefits offered by the employer.
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