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Trainee Financial Planner

hiring now

Page Personnel - UK

2021-12-03 08:00:04

Job location Barkingside, Greater London, United Kingdom

Job type: fulltime

Job industry: Sales & Marketing

Job description

This is a chance to join an exciting Financial Planning start-up
This role offers a competitive salary and training scheme
About Our Client

My client is an exciting Financial Planning start-up.

Job Description

The key responsibilities are to:

Answer the telephone and deal with general queries from both clients of the company and third-party providers
Prioritise your own workload and make other team members aware if you need extra support
Monitor your training development and progression towards the exams you wish to take, pro-actively engaging with your personal development plan (PDP)
Manage your own CPD and take responsibility with your PDP
Keep up to date with industry news and changes
Manage and develop third-party relationships, including industry providers along with the accountants, solicitors and mortgage advisers
The Successful Applicant

The successful candidate would have:

The ability to analyse and interpret data using Excel
The experience with Word and PowerPoint
The ability to demonstrate good technical knowledge and apply this to the relevant area of client work and seek solutions to technical issues
Excellent communication and be service focused
The ambition to become a chartered financial planner and move into a client facing role over the next five years
What's on Offer

This role offers:

A competitive salary
25 days holiday excluding Bank Holidays
Private medical insurance (single cover paid for)
Pension membership via salary exchange, employer payments of 4% on the basis that employee contributes 5%
Annual subscription to the CII
A structured training programme supported by Skills Edge to become Diploma Qualified
Further training and support to achieve Chartered status
Funding for the full cost of first exam attempts and 50% of second sittings
Early exposure to clients and active involvement in client meetings
Social events paid for by the company
Contact
Phil Morgan
Quote job ref
JN-112503
Phone number

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