Trainee Financial Planner Job at Peterborough Full Time

Our client manages and provides long term and sustainable finance solutions so that they can fulfil customers objectives and help them achieve their financial aspirations. They work with both private and corporate clients which are built on long term relationships that will last for generations to come.The business is focused on managing their clients wealth which includes private pensions, investments and corporate company benefits.As the business continues to grow, they are now looking for an additional team member who has a very strong background in administration or financial services with the aspiration to become a Financial Planner. You will be very meticulous and methodical with a ‘can do’ attitude putting clients at the forefront of their business.Duties for the Trainee Financial Planner include.Analyse client portfoliosPrepare / send suitability and letters of authorityInput policy detailsLiaise with and support Financial AdvisorsPrepare and present reportsEnsure that advice is accurately processed and compliantIdentify and discuss areas for further financial planning with advisorEnsure that all files worked on are compliant with industry regulationsComplete complex administrative tasksComply with FCA rules at all timesExperience requiredExperience working in Pension, Investment, Insurance, Banking, or Financial ServicesGraduates or school leavers also consideredExcellent time management and organisational skillsBe able to work as part of a small team with the confidence to communicate effectively with othersHave awesome attention to detail and be well organised with excellent IT skillsStrong numerical skillsBenefits for the

Trainee Financial PlannerMonday – Friday 9am – 5:30pm (flexible) | 4pm finish on Fridays23 days holiday + bank holidaysContributory Pension 10%Life coverDeath in serviceCritical IllnessPrivate Medical InsuranceFree lunches

Should you be interested in this position then please apply within.Applications from outside the UK will not be considered.3Sixty Resourcing Ltd is an independent recruitment consultancy based in Peterborough supplying permanent and contract personnel across the UK.

We have a wealth of experience operating in the permanent, temporary and contract industry. We take pride in providing the best customer journey for our clients and candidates covering the following areas: Office, Engineering, Technical, Manufacturing & Construction.

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