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| Job Location | Banstead |
| Education | Not Mentioned |
| Salary | 25,000 - 30,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
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 willreceived 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 informationHelp with projects: for example Mifid annual reviews, other client campaigns, annual portfolio rebalancesHelp Advisers writing reports: eg. Annual review letters, client suitability reportGeneral admin supportSpeaking directly to clients and carrying out client reviewsRelationship buildingGenerating and converting opportunities into businessExperience and qualifications: Must have been studying for exams towards being an IFA/or fully qualifiedMay already have some financial services industry experience and wants to move onDegree holderGood with excel, word etcKeen to quickly work through the ranks by working hardGood communication skills: phone, face to face, and writtenStudy support is availableDemonstrate initiativeEntrepreneurialhold a driving licenseTeam playerThis is a 2/3 year programme with support with examinations to reach the fully qualified IFA status. If you are interested in this position then please submit your CV to Natalie at Artemis Recruitment.
Keyskills :
AdviserFinancial AdvicePlannerWealth ManagementIndependent Financial Advice