Trainee Financial Planner

3 Sixty Resourcing; Peterborough; On-site; GBP 28,000 - 34,000; Full time

Job summary

A financial services firm based in Peterborough is seeking a Trainee Financial Planner. The role involves analyzing client portfolios, supporting Financial Advisors, and ensuring compliance. The ideal candidate has experience in administration or financial services, excellent time management skills, and strong attention to detail. The position offers a competitive salary, a flexible work schedule, and a range of benefits including a contributory pension and private medical insurance.

Benefits

23 days holiday + bank holidays

Contributory Pension 10%

Life cover

Private Medical Insurance

Free lunches

Qualifications

• Experience working in Administration, Pension, Investment, Banking, or Financial Services.
• Ability to work as part of a small team.
• Excellent organizational skills.

Responsibilities

• Analyse client portfolios.
• Prepare/send suitability letters.
• Input policy details.
• Liaise and support Financial Advisors.
• Prepare and present reports.
• Ensure compliant advice processing.

Skills

Excellent time management

Strong numerical skills

Attention to detail

IT skills

Teamwork

Education

Graduates or school leavers considered

Job description

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 administrative tasks
• Comply with FCA rules at all times

Experience required…

• Experience working in Administration, Pension, Investment, Banking or Financial Services
• Graduates or school leavers also considered
• Excellent time management and organisational skills
• Be able to work as part of a small team with the confidence to communicate effectively with others
• Have awesome attention to detail and be 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 + bank holidays
• Contributory Pension 10%
• Life cover
• Death in service
• Critical Illness
• Private Medical Insurance
• Free lunches

Should you be interested in this position then please apply within.

Applications from outside the UK will not be considered.