Trainee Financial Planner

Recruiter
NJR Recruitment
Location
Sutton Coldfield, UK
Salary
Competitive
Posted
16 Aug 2019
Closes
09 Sep 2019
Ref
1237154819
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Trainee Financial Planner BirminghamUp to £35,000
To be considered for this vacancy you will need to be fully Level 4 Diploma qualified. Our client are a very well established Firm of Chartered Financial Planners who now have an excellent opportunity for an experienced and talented Trainee Financial Planner to join their team.
You will be joining a highly proactive and ambitious business who hold an excellent reputation in the market place for putting their clients at the heart of everything they do. The successful candidate will rewarded with a competitive salary of up to £35,000+ benefit's, with an attractive pension scheme, 3x Death in Service, This truly a great place to work with a friendly culture and recognition for the good things you do.
Responsibilities
  • Undertaking research and drafting reports to enable the Directors / Advisers to provide advice to clients in all aspects of personal and corporate financial planning
  • Implementation of new business
  • Responsible for managing a portfolio of clients, and conducting face to face appointments.
  • Research and review of new and existing legislation and technical/product information
  • Assisting with client / general administration when required
  • Researching and drafting reports and assisting with production of bulletins to professional connections
  • Assisting with and attending meetings / seminars for clients, professional connections, investment and insurance companies when required
  • Undertaking research, preparing reports and attending client meetings as part of the advice process
  • Providing advice in all aspects of personal and corporate financial planning
  • Meeting KPI's and targets as detailed in the training and competence file and / or other written communication from the firm
  • Attending seminars organised by investment companies and insurance companies
  • Prospecting and marketing to meet potential clients

The successful candidate will need to have previous experience within industry and you will need to be level 4 qualified to be considered for this opportunity For further information please contact one of our specialist consultants quoting REF:NJR9367

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