At a Glance
- Tasks: Analyse client portfolios and support Financial Advisors in delivering tailored financial solutions.
- Company: Dynamic financial services firm focused on sustainable wealth management.
- 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 help clients achieve their financial dreams.
- Qualifications: Experience in financial services or strong administrative skills; graduates welcome.
The predicted salary is between 28000 - 34000 £ per year.
Our client manages and provides long term and sustainable finance solutions to fulfil customers' objectives and help them achieve their financial aspirations. They work with both private and corporate clients, building long term relationships that will last for generations. The business focuses on managing clients' wealth, including private pensions, investments, and corporate company benefits.
As the business continues to grow, they are looking for an additional team member with a strong background in administration or financial services, aspiring to become a Financial Planner. You will be meticulous and methodical with a 'can do' attitude, putting clients at the forefront of the business.
Responsibilities:
- 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 Pension, Investment, Insurance, Banking, or Financial Services
- Graduates or school leavers also considered
- Excellent time management and organisational skills
- Ability to work as part of a small team with confidence to communicate effectively
- Attention to detail and well-organised with excellent IT skills
- Strong numerical skills
Benefits:
- 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
Trainee Financial Planner: Launch Your Wealth Career employer: 3Sixty Resourcing Ltd
Join a forward-thinking financial services firm in Peterborough, where your career as a Trainee Financial Planner can flourish. With a strong emphasis on employee development, a supportive work culture, and a comprehensive benefits package including flexible hours, private medical insurance, and free lunches, this company is dedicated to nurturing talent while ensuring client satisfaction remains at the heart of their operations.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Financial Planner: Launch Your Wealth Career
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, attend local events, and connect with professionals on LinkedIn. We can’t stress enough how valuable personal connections can be in landing that Trainee Financial Planner role.
✨Tip Number 2
Prepare for interviews by researching the company and understanding their values. We recommend practising common interview questions and tailoring your answers to highlight your meticulous nature and client-focused attitude. Show them you’re ready to put clients first!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a thank-you email expressing your appreciation for the opportunity. It’s a great way to reinforce your interest in the position and keep you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing the job! We make it easy for you to showcase your skills and experience directly to employers looking for someone just like you. Don’t miss out on this opportunity!
We think you need these skills to ace Trainee Financial Planner: Launch Your Wealth Career
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 express your passion for finance and how you can contribute to our team. Mention specific skills that align with the job description, like your 'can do' attitude and ability to work in a team.
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 how you can bring value to our clients and help them achieve their financial aspirations.
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 to know you better. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at 3Sixty Resourcing Ltd
✨Know Your Numbers
Brush up on your financial knowledge, especially around pensions, investments, and insurance. Being able to discuss these topics confidently will show that you’re serious about the role and understand the industry.
✨Showcase Your Attention to Detail
Prepare examples from your past experiences where your meticulous nature made a difference. Whether it’s a project you managed or a task you completed, demonstrating your attention to detail is crucial for this role.
✨Practice Your Communication Skills
Since you'll be liaising with Financial Advisors and clients, practice explaining complex financial concepts in simple terms. This will help you convey your ideas clearly during the interview and show that you can communicate effectively.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client relationships and financial planning. This not only shows your interest but also helps you gauge if their values align with yours.
