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, 23 days holiday, and a supportive team environment.
- Other info: Join a growing team with excellent career progression opportunities.
- Why this job: Kickstart your career in finance and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services or strong administrative skills; graduates and school leavers 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 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 looking for an additional team member who has a strong background in administration or financial services with the aspiration to become a Financial Planner. You will be 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 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 with others
- Attention to detail and 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 +
Trainee Financial Planner in Peterborough employer: Resourcing Group
As a Trainee Financial Planner with our client in Peterborough, you will join a dynamic team dedicated to providing sustainable finance solutions that empower clients to achieve their financial goals. The company fosters a supportive work culture that prioritises employee growth, offering flexible working hours and generous holiday allowances, ensuring a healthy work-life balance. With a strong emphasis on professional development and a commitment to compliance, this role presents an excellent opportunity for those looking to build a rewarding career in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Financial Planner in Peterborough
✨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. 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 understanding their values. Tailor your answers to show how your skills and experiences align with their mission of helping clients achieve financial aspirations.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to build your confidence. Focus on articulating your passion for financial planning and how you can contribute to the team.
✨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 directly with us.
We think you need these skills to ace Trainee Financial Planner in Peterborough
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 highlight your numerical skills and IT proficiency. Mention any specific tools or software you’ve used that are relevant to the financial services industry.
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 Resourcing Group
✨Know Your Financial Stuff
Brush up on your knowledge of pensions, investments, and financial services. Be ready to discuss how these areas relate to the role of a Trainee Financial Planner. Showing that you understand the basics will impress the interviewers.
✨Demonstrate Your 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 any other field, be specific about how you ensured accuracy and compliance.
✨Show Off Your Team Spirit
This position involves working closely with Financial Advisors and other team members. Think of instances where you successfully collaborated with others. Highlight your communication skills and how you contribute positively to a team environment.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company’s approach to client relationships or their growth plans. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
