Find a job 
Featured Companies 
Featured Universities 
For Companies 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 solutions.
- Benefits: Competitive salary, flexible hours, 23 days holiday, and free lunches.
- Why this job: Kickstart your career in finance and make a real difference for clients.
- Qualifications: Experience in administration or financial services; graduates and school leavers welcome.
- Other info: Join a supportive team with excellent career growth opportunities.
The predicted salary is between 24000 - 28000 £ 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 include:
- 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 required:
- Experience working in Administration, Pension, Investment, 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
Benefits for the Trainee Financial Planner:
- 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: 3Sixty Resourcing Ltd
Contact Detail:
3Sixty Resourcing Ltd Recruiting Team
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 refer you directly.
✨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 noticed. Plus, we love seeing candidates who take the initiative 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 administration or financial services, 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 mention your strong numerical skills and IT proficiency. These are key for the role, so give us examples of how you've used these skills in past experiences.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at 3Sixty Resourcing Ltd
✨Know Your Numbers
As a Trainee Financial Planner, you'll need to demonstrate strong numerical skills. Brush up on basic financial concepts and be ready to discuss how you would analyse client portfolios. This shows your potential employer that you're serious about the role and understand the fundamentals.
✨Showcase Your Attention to Detail
In this role, meticulousness is key. Prepare examples from your past experiences where your attention to detail made a difference. Whether it was in administration or financial services, being able to highlight this skill will resonate well with the interviewers.
✨Prepare for Compliance Questions
Since compliance with FCA rules is crucial, expect questions around this topic. Familiarise yourself with basic regulations and be prepared to discuss how you would ensure that advice is accurately processed and compliant. This will show that you take the responsibilities of the role seriously.
✨Demonstrate Team Spirit
The job requires working as part of a small team, so be ready to talk about your teamwork experiences. Share specific instances where you collaborated effectively with others, highlighting your communication skills and 'can do' attitude. This will help convey that you're a great fit for their culture.
