Trainee Financial Planning Technician

Heat Recruitment
Stoke Heath
12 Jan 2018
11 Feb 2018
Contract Type
Full Time

Job Title: Trainee Financial Planning Technician

Salary: Negotiable DOE

Location: Bromsgrove

The opportunity has arisen for a Financial Planning Technician to join a well- established Financial Services Firm in Bromsgrove. You will have the opportunity to work within a large firm as part of a team of Financial Planning Technicians that support the firm’s Financial Advisers.


  • Developing a thorough understanding of the firm’s Advice Guidance
  • Participating in and delivering comprehensive financial research
  • Preparing and delivering bespoke investment reports
  • Producing, when required, tax and other complex calculations
  • Preparing and interpreting complex plan information with a view to completing transfer analysis
  • Preparing complex financial planning reports
  • Researching and reviewing new and existing legislation and technical/product information
  • Communicating with IFAs coherently on a regular basis
  • Maintaining and developing knowledge and technical understanding of all financial planning concepts
  • Participating in firm research projects, adhering to set deadlines, as and if required


  • Diploma in Financial Planning
  • Demonstration of knowledge, interest and experience in personal financial planning
  • Experience in an IFA environment, demonstrating quality communications of constructive feedback
  • A high standard of written and numerical skills
  • An ability to demonstrate strong report-writing skills
  • A high level of accuracy and attention to detail
  • Aptitude in Microsoft Office

Synonyms: Advice, Compliance, Technical

If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.