Graduate Trainee Financial Planner - London

Our client is looking for a recent Graduate to join their team as a Trainee Financial Planner in their London office. This would be a fantastic opportunity for a candidate to gain broad experience and train towards becoming a fully qualified Financial Planner. You will help support the company in delivery a high quality, independent service to clients.

Key responsibilities:

Ensuring client files are up to date and in order
Updating back office systems (Adviser Office)
Data gathering to assist with the production of comprehensive net worth statements and investment recommendations
Assist with the drafting of reports to ensure that they are produced to a high quality and in a timely manner
Preparing for and minute taking for client and prospect meetings
Gaining exposure to the full investment advice process
Completing ongoing training following a structured learning and exam programme with the aim of achieving a Diploma in Financial
Planning with the Chartered Institute of Insurance (CII)
Acquiring knowledge of company procedures and ensuring regulatory compliance

Competencies:

Analytical capabilities combined with a technical approach
Drive and determination - a proactive approach
Flexibility and ability to work under pressure
Attention to detail
Team player and excellent communication skills
Planning and organisational skills
Business and commercial awareness
Enquiring mindset
Educated to degree level, preferably from a Russell Group University

If you are interested in this role then please submit a copy of your CV to sam@artemisrecruitment.co.uk

Graduate Trainee Financial Planner - London

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