Trainee Financial Planner

Our established client is offering the rare chance to train you to become a fully qualified Adviser.

With learning support and on the job experience, you are in control of how quickly you could be working as an Adviser.

Working alongside 3 very experienced advisers with a mentor programme in place, this 2-3 year programme is a great opportunity for a self-motivated individual.

We are looking for candidates with the following background and traits:

• Must have been studying for exams towards being an IFA/or fully qualified
• May already have some financial services industry experience and wants to move on
• Degree holder
• Good with excel, word etc
• Keen to quickly work through the ranks by working hard
• Good communication skills: phone, face to face, and written
• Study support is available
• Demonstrate initiative
• Entrepreneurial
• Hold a driving license
• Team player

Role includes:

• Working closely with the administration team to help gather policy information
• Help with projects: for example, Mifid annual reviews, other client campaigns, annual portfolio rebalances
• Help Advisers writing reports: eg. Annual review letters, client suitability report
• General admin support
• Speaking directly to clients and carrying out client reviews
• Relationship building
• Generating and converting opportunities into business

Refer a friend and earn up to 500!

Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion.

By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.

Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.