Trainee Financial Planner

Trainee Financial Planner

Peterborough

Full Time, Permanent

£28,000 - £34,000 P.A (DOE)

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 admi...