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Job Description

Trainee Financial Planner\n Peterborough\n Full Time, Permanent\n £28,000 - £34,000 P.A (DOE)\n\nOur 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 to come. \n\nThe business is focused on managing their clients wealth which includes private pensions, investments and corporate company benefits.\n\nAs 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.\n\nDuties for the Trainee Financial Planner include….\n\nAnalyse client portfolios\nPrepare / send suitability and letters of authority\nInput policy details\nLiaise with and support Financial Advisors\nPrepare and present reports\nEnsure that advice is accurately processed and compliant\nIdentify and discuss areas for further financial planning with advisor\nEnsure that all files worked on are compliant with industry regulations\nComplete complex administrative tasks\nComply with FCA rules at all timesExperience required…\n\nExperience working in Administration, Pension, Investment, Banking or Financial Services\nGraduates or school leavers also considered\nExcellent time management and organisational skills\nBe able to work as part of a small team with the confidence to communicate effectively with others\nHave awesome attention to detail and be well organised with excellent IT skills\nStrong numerical skillsBenefits for the Trainee Financial Planner\n\nMonday - Friday 9am - 5:30pm (flexible) | 4pm finish on Fridays\n23 days holiday + bank holidays\nContributory Pension 10%\nLife cover\nDeath in service\nCritical Illness\nPrivate Medical Insurance\nFree lunches\n Should you be interested in this position then please apply within.\n\nApplications from outside the UK will not be considered.\n\n3Sixty Resourcing Ltd is an independent recruitment consultancy based in Peterborough supplying permanent and contract personnel across the UK.\n \n We have a wealth of experience operating in the permanent, temporary and contract industry. We take pride in providing the best customer journey for our clients and candidates covering the following areas: Office, Engineering, Technical, Manufacturing & Construction

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