At a Glance
- Tasks: Analyse client portfolios and support Financial Advisors in delivering tailored financial solutions.
- Company: Dynamic financial services firm focused on sustainable finance and long-term client relationships.
- Benefits: Competitive salary, flexible hours, generous holiday, and private medical insurance.
- Other info: Join a supportive team with opportunities for growth and development.
- Why this job: Kickstart your career in finance and make a real difference in clients' lives.
- Qualifications: Experience in financial services or strong organisational skills; graduates welcome!
The predicted salary is between 28000 - 34000 £ per year.
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:- Analyse client portfolios
- Prepare/send suitability and letters of authority
- Input policy details
- Liaise with and support Financial Advisors
- Prepare and present reports
- Ensure that advice is accurately processed and compliant
- Identify and discuss areas for further financial planning with advisor
- Ensure that all files worked on are compliant with industry regulations
- Complete complex administrative tasks
- Comply with FCA rules at all times
- Experience working in Pension, Investment, Insurance, Banking, or Financial Services
- Graduates or school leavers also considered
- Excellent time management and organisational skills
- Be able to work as part of a small team with the confidence to communicate effectively with others
- Have awesome attention to detail and be well organised with excellent IT skills
- Strong numerical skills
- Monday - Friday 9am - 5:30pm (flexible) | 4pm finish on Fridays
- 23 days holiday + bank holidays
- Contributory Pension 10%
- Life cover
- Death in service
- Critical Illness
- Private Medical Insurance
- Free lunches
Should you be interested in this position then please apply within. Applications from outside the UK will not be considered.
Trainee Financial Planner employer: 3 Sixty Resourcing
Our client is an exceptional employer, offering a supportive work culture that prioritises employee growth and development. With a focus on long-term relationships and sustainable finance solutions, they provide a dynamic environment for Trainee Financial Planners to thrive, complete with competitive benefits such as flexible working hours, generous holiday allowances, and comprehensive health coverage. Located in Peterborough, this role not only promises meaningful work but also the opportunity to build a rewarding career in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Financial Planner
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, attend local events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to client relationships and be ready to discuss how your skills align with their mission. Show them you’re not just another candidate!
✨Tip Number 3
Practice your interview skills with friends or family. Get comfortable talking about your experience and how it relates to the role of a Trainee Financial Planner. Confidence is key, so let your personality shine through!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Trainee Financial Planner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Trainee Financial Planner role. Highlight any relevant experience in financial services or administration, and don’t forget to showcase your attention to detail and organisational skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about becoming a Financial Planner and how your background aligns with our client’s needs. Keep it concise but engaging!
Showcase Your Skills:In your application, be sure to highlight your numerical skills and any experience with client portfolios or compliance. We want to see that you’ve got the right mindset and skills to thrive in this role!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you one step closer to joining our team!
How to prepare for a job interview at 3 Sixty Resourcing
✨Know Your Financial Stuff
Brush up on your knowledge of pensions, investments, and financial services. Be ready to discuss how these areas impact clients' financial aspirations. Showing that you understand the basics will impress the interviewers.
✨Demonstrate Attention to Detail
Since this role requires meticulousness, prepare examples from your past experiences where your attention to detail made a difference. Whether it’s in administration or finance, having concrete examples will showcase your suitability for the role.
✨Show Your Can-Do Attitude
Prepare to share instances where you've tackled challenges with a positive mindset. Employers love candidates who can demonstrate resilience and a proactive approach, especially in a client-focused environment.
✨Practice Your Communication Skills
As you'll be liaising with Financial Advisors and clients, practice articulating your thoughts clearly. Mock interviews with friends or family can help you refine your communication style and boost your confidence.
