Trainee Financial Chartered Financial Planner

Placed: 28/11/17
Region: West Sussex
Category: Jobs


Content of the advertisement:

Trainee Financial Chartered Financial Planner
£20,000 - £22,000 + benefits
Surrey/Sussex border
Brilliant opportunity to join a well established Chartered Financial Planning company, who offer an excellent in-house structured training programme. It is a lively, fast paced and varied working environment, working alongside highly qualified, committed professional colleagues.
You will join them as part of their technical client support team, processing new business, assisting in the client review process, supporting product research, producing annual review documentation, trading on provider platforms, supporting project work etc.
Skills and experience required:
2 years + current/recent experience in a IFA support/financial services administration environment, with a good understanding of a range of Pensions and Investment business, as well as a good understanding of trader platforms.
'A' level standard/degree level or equivalent standard of education.
Completion/passed at least 3 financial planning exams, with full commitment to completion of Diploma, and on-going study.
Experience of using IFA software - for example Adviser, Voyant.
Excellent staff benefits. Regular salary reviews to reflect your progression and attainment of exam success.
Staff parking available. Monday to Friday 9 am to 5.30 pm
Great commuting radius for Redhill - Crawley - Horsham - East Grinstead

Benefits: excellent

Price / Salary: £20000 - £22000/annum excellent