Trainee Financial Planner - Leatherhead, Surrey
My client has a fresh innovative approach to high net worth personal financial planning. They are a growing organisation with a vibrant culture and a strong vision for the future
They operate in the Financial Advice and Wealth Management arena working with families, professionals and entrepreneurs who want to make the most of their future
They are seeking an outstanding individual who has the diligence and skills to become a valuable member of a client focused financial planning team. From the outset, through your commitment and talent you will make a significant contribution to the growth and ongoing success of their aspirational company
The Financial Success Programme, their unique financial planning process, starts by indentifying an individual's life-goals, long-term ambitions and ideals. The company combine advice and on-going support to help their clients achieve these goals through state of the art investment portfolio construction; cashflow planning and modelling; pension and retirement planning; inheritance tax and estate planning and capitol protection.
You will be engaged from the outset in proactively managing their client relationships.
Below are some of the activities that you would be expected to undertake.
Assist the Financial Planner with all preparatory client analysis and recommendations
Pro-actively review the client's financial arrangements with regard to pension, investment and general insurance policies / plans
Assist with the preparation of all suitable letters and implementation reports
Draft all in-house reports and recommendations for the Financial Planner to check
Lead the annual review of client tax allowance planning
Act as a primary point of client contact
Communicate effectively with clients to obtain all personal financial information
Attend client meetings when required
Work with Client Service Assistant to ensure all work is carried out in a timely manner to ensure the delivery of the Financial Success Programme
Dealing with client correspondence within SLAs
Be responsible for client record keeping accuracy and completeness in the office's database system
Using the Office's computerised diary and task allocation system
Assist with booking the Financial Planner appointments
You will be competent and capable individual with a can-do attitude and the following skills
Strong verbal and non-verbal communication skills
Confident with numbers, precise and accurate in documentation and record keeping
Able to meet deadlines and work well under pressure
Confident in dealing with people at all levels
the unrestricted right to work in the UK
English at mother tongue or equivalent level
2 years + experience at an Advisory or Wealth Management Firm
Minimum of 2 industry recognised exams
A high standard of proficiency with Microsoft Office products
Degree level educated
Strong knowledge of Advisor Office and Cash flow modelling software e.g Voyant
- Financial Planning
- Financial Reporting
- Financial Services
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